Will Vietnam Vets with Serious Illnesses Get Presumptive Benefit Status in the Defense Budget Bill?
Posted on January 28, 2021 by shieldsandboris
After years of fighting with federal officials, Vietnam veterans suffering from bladder cancer, Parkinsonism or hypothyroidism would be granted presumptive benefits status under language included in the final version of the annual defense authorization bill unveiled Wednesday.
SECURE Act has Changed Special Needs Planning
Posted on January 27, 2021 by shieldsandboris
An applicable multi-beneficiary trust can solve some–but not all–of the challenges that the new act presents.
What Kind of Estate Planning Mistakes Do People Make?
Posted on January 26, 2021 by shieldsandboris
Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.
What Legal Documents Should You Have?
Posted on January 25, 2021 by shieldsandboris
A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.