What Do I Need to Know about Estate Planning?
Posted on June 28, 2021 by shieldsandboris
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
What are the Early Signs of Dementia?
Posted on June 27, 2021 by shieldsandboris
From age 50 on, it’s not unusual to have occasional trouble finding the right word or remembering where you put things. However, persistent difficulty with memory, cognition and ability to perform everyday tasks might be signs that something more serious is happening to a loved one’s brain.
Why Is Estate Planning So Important?
Posted on June 26, 2021 by shieldsandboris
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
Your Will and Estate Planning Checklist
Posted on June 25, 2021 by shieldsandboris
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.