When Should a Trust Be Reviewed?

Posted on January 20, 2022 by shieldsandboris

Many 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.

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How Important Is an Estate Plan?

Posted on January 19, 2022 by shieldsandboris

Every 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.

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How Do I Plan with a Special Needs Child?

Posted on January 17, 2022 by shieldsandboris

For parents who have a child with special needs, planning for their loved one’s life after they themselves are gone can be overwhelming. Breaking the process down into manageable parts and working with specialized professionals and companies can help.

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Any Ideas How to Pay for Long-Term Care?

Posted on January 14, 2022 by shieldsandboris

The costs of long-term care for older adults can be significant. Federal Medicare health insurance benefits do not cover most of these costs. Most people who incur costs for long-term care cover them with a combination of personal savings, long-term care insurance and Medicaid, among other sources.

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