Estate Planning for Special Needs Children

Posted on October 26, 2021 by shieldsandboris

It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.

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What Items Should Not Be Stored in a Safe Deposit Box?

Posted on October 25, 2021 by shieldsandboris

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.

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Why are Many Dementia Cases Undiagnosed?

Posted on October 22, 2021 by shieldsandboris

More than 41 million people living with dementia worldwide have not yet been diagnosed, according to a report by Alzheimer’s Disease International (ADI).

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Where Do You Score on Estate Planning Checklist?

Posted on October 21, 2021 by shieldsandboris

Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.

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