What Does SLAT Mean in Estate Planning?
Posted on June 3, 2021 by shieldsandboris
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
Aretha Franklin’s Estate and IRS Resolve Tax Debt
Posted on May 25, 2021 by shieldsandboris
When Aretha Franklin died in 2018, a powerful creditor came calling: The Internal Revenue Service.
Common Mistakes when Making Beneficiary Designations
Posted on May 18, 2021 by shieldsandboris
Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about those beneficiary designations again. However, that could be a big mistake.
Why Would I Need a Living Trust?
Posted on May 17, 2021 by shieldsandboris
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
A Guide to Alzheimer's Care
Planning for someone who has Alzheimer’s disease can be complicated. Proper planning in advance can help alleviate many frustrations as the disease progresses. The time to act is now. Learn the steps for proper planning from our eBook to ensure that things are handled according to your wishes and that you’ve taken the best steps possible to protect your loved ones and your family’s financial security.
When Someday Arrives
We wrote this book for retirees and child caregivers as a tool to allow you to stay at home as long as possible and as a guide of what to do if you or a loved one cannot stay at home. We believe every family has a legacy to protect, and it is our job to protect that legacy. The greatest risk to today’s retiree is a long-term care health crisis. Request your copy today to prepare for what the future holds.
What To Do When A Loved One Dies
Consumers and financial planners, use this book as a down-to-earth primer of estate planning and elder law! Learn about the duties, rights, and responsibilities of the executor or administrator of an estate and what you should expect from competent legal counsel when you have to probate an estate. Find tools such as a guide to help you retain competent counsel and even an estate organizer so you can organize your own affairs.
Don't Go Broke in a Nursing Home
Take back control of your life and provide excellent long-term care for your aging loved ones without going broke in the process. Find creative financial strategies to protect your assets and the quality of care you receive. In addition, learn about little-known tax incentives, how to choose the right home care providers, long-term care facilities, and how to manage the crisis.