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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

Download an eBook!



Featured Videos!


Subscribe to our YouTube channel!