Do You Need a Revocable or Irrevocable Trust?
Posted on November 16, 2021 by shieldsandborisOn the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
Talk to Parents about Estate Planning without Making It Awkward
Posted on November 15, 2021 by shieldsandborisDiscussing estate planning with your parents is a conversation that can be difficult to have. You might not want to think about the day they are no longer here, or even consider that they might experience a decline in health that severely limits their ability to think clearly or communicate with you.
What You Need to Know about Long-Term Care
Posted on November 12, 2021 by shieldsandborisAs retirees live longer, many worry about outliving their savings. However, many older Americans haven’t planned for a looming expense: the cost of long-term care.
Common Mistakes in Claiming Social Security
Posted on November 11, 2021 by shieldsandborisSocial Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.