Should I Start Estate Planning Now?
Posted on January 22, 2022 by shieldsandborisEstate planning is a key piece of a comprehensive retirement plan.
What’s the Best Way to Mess Up Estate Plan?
Posted on January 21, 2022 by shieldsandborisHere are the top five mistakes people make that upend their planning.
When Should a Trust Be Reviewed?
Posted on January 20, 2022 by shieldsandborisMany people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
How Important Is an Estate Plan?
Posted on January 19, 2022 by shieldsandborisEvery individual needs some form of an estate plan to protect their wishes and loved ones. Your estate consists of everything that you own (aka your assets), and although death may seem far away, it is never too soon to get your estate plan in order.