What Do People Get Wrong About Social Security?
Posted on February 2, 2022 by shieldsandboris
Nearly 90% of American adults say they are at least somewhat confident in their knowledge of Social Security, according to the 8th Annual Social Security Consumer Survey from the Nationwide Retirement Institute. However, the survey also finds that many Americans don’t know their eligibility age, how payments are calculated and other essential information.
Should I Use a Corporate Trustee?
Posted on January 29, 2022 by shieldsandboris
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
What Estate Planning Documents Should Everyone Have?
Posted on January 28, 2022 by shieldsandboris
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
Is Prince’s Estate Settled Yet?
Posted on January 27, 2022 by shieldsandboris
The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.
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.