Understanding Irrevocable Trusts: A Comprehensive Guide to Estate Planning
Posted on January 6, 2025 by shieldsandboris
Trusts are an effective estate planning tool for many people and families in Pennsylvania. There is a common misconception that trusts are truly only useful for the very wealthy. That is simply not the case. Middle-class families can benefit from trusts. Irrevocable trusts are a specific category of trust that offers a number of different estate planning benefits.
Tax-Efficient Estate Planning: Strategies to Preserve Your Wealth
Posted on December 14, 2024 by shieldsandboris
Do you have a comprehensive estate plan in place? Many people do not. Indeed, half of U.S. adults over 50 lack a will—let alone other estate planning documents (AARP). Estate planning is a crucial step to protect yourself, your family, and your finances. At The Elder Law Offices of Shields & Boris, we are leaders in wealth preservation and asset protection. Here, our Pennsylvania estate planning and elder law attorneys provide an overview of strategies to preserve your wealth.
The Importance of Updating Your Estate Plan: How Life Changes Affect Your Assets
Posted on November 9, 2024 by shieldsandboris
A will should be updated to adjust to life’s ever-changing circumstances. At The Elder Law Offices of Shields & Boris, we are a top elder law and estate planning law firm. Our team is focused on empowering people and families so that they can best achieve their goals. Here, our Pennsylvania estate planning attorneys explain how keeping your plan up-to-date can protect your rights and your interests.
Navigating the VA Benefits System: A Guide for Veterans and Their Loved Ones
Posted on October 14, 2024 by shieldsandboris
Veterans and their families have made enormous sacrifices for our country. VA benefits are a key form of support. At The Elder Law Offices of Shields & Boris, we are an elder law firm that has extensive experience handling VA cases. Here, our VA benefits attorney highlights the key things to know about navigating the VA benefits system in Pennsylvania.
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.