How to Use Trusts for Effective Asset Protection in Estate Planning
Posted on July 6, 2025 by shieldsandboris
Trusts are one of the most powerful tools available for safeguarding your assets during your lifetime and after. By placing property or funds into a properly structured trust, you can reduce exposure to creditor claims, liability in lawsuits, and you can even avoid delays in the probate process. At The Elder Law Offices of Shields & Boris, we have deep experience with trust planning. Here, our Pennsylvania asset protection lawyers explain how trusts can be a useful part of your estate plan.
Estate Administration Made Simple: Key Steps for Executors and Beneficiaries
Posted on June 7, 2025 by shieldsandboris
In Pennsylvania, estate administration begins with locating the decedent's will and submitting it to the local Register of Wills to initiate probate. The executor plays a very important role in the process, including facilitating the distribution of assets to the proper beneficiaries. At The Elder Law Offices of Shields & Boris, we are well-versed in estate administration. Here, our Pennsylvania estate administration lawyers provide an overview of the key steps for executors and beneficiaries.
Comprehensive Life Care Planning for Dementia Patients: What Families Need to Know
Posted on May 10, 2025 by shieldsandboris
If your loved one is dealing with dementia, you are certainly not alone. The New York Times cited research showing that there are more than six million Americans currently living with dementia—and that number is expected to rise sharply in the coming years. Dementia is a challenging condition for families. It can be debilitating, and it is degenerative.
Living Trusts Explained: Avoiding Probate and Ensuring Your Wishes Are Followed
Posted on April 14, 2025 by shieldsandboris
Probate is the process through which a deceased person’s estate is finalized. It can be lengthy and complicated in Pennsylvania. For that reason, many people opt for a strategy that helps them limit their estate’s exposure to probate. Living trusts can be one of the most effective tools for avoiding probate and ensuring that your wishes are followed.
A Guide to Alzheimer's Care
Planning for someone who has Alzheimer’s disease can be complicated. Proper planning in advance can help alleviate many frustrations as the disease progresses. The time to act is now. Learn the steps for proper planning from our eBook to ensure that things are handled according to your wishes and that you’ve taken the best steps possible to protect your loved ones and your family’s financial security.
When Someday Arrives
We wrote this book for retirees and child caregivers as a tool to allow you to stay at home as long as possible and as a guide of what to do if you or a loved one cannot stay at home. We believe every family has a legacy to protect, and it is our job to protect that legacy. The greatest risk to today’s retiree is a long-term care health crisis. Request your copy today to prepare for what the future holds.
What To Do When A Loved One Dies
Consumers and financial planners, use this book as a down-to-earth primer of estate planning and elder law! Learn about the duties, rights, and responsibilities of the executor or administrator of an estate and what you should expect from competent legal counsel when you have to probate an estate. Find tools such as a guide to help you retain competent counsel and even an estate organizer so you can organize your own affairs.
Don't Go Broke in a Nursing Home
Take back control of your life and provide excellent long-term care for your aging loved ones without going broke in the process. Find creative financial strategies to protect your assets and the quality of care you receive. In addition, learn about little-known tax incentives, how to choose the right home care providers, long-term care facilities, and how to manage the crisis.