How Does Probate Work?

Posted on November 5, 2021 by shieldsandboris

There is a general understanding that every adult should have a last will and testament. However, for most people, exactly how that will is used remains a mystery.

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Why Do You Need a Health Care Directive?

Posted on November 4, 2021 by shieldsandboris

A heath care directive is a legal document that lets you express your health care preferences and, if you wish, designate authority to someone to make care decisions for you, if you cannot make them yourself.

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What Happens If You Don’t Name Beneficiaries?

Posted on November 3, 2021 by shieldsandboris

If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?

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Am I too Old to Get Life Insurance?

Posted on November 2, 2021 by shieldsandboris

Think you won’t qualify for life insurance in retirement? Guess again.

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