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.

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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.

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Should I Create Estate Plan Myself?

Posted on January 23, 2021 by shieldsandboris

The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.

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Can I Recognize Signs of Dementia?

Posted on January 22, 2021 by shieldsandboris

Many families have experienced the rollercoaster of emotions watching a loved one slowly start to subside to dementia or Alzheimer’s, but it’s important to realize that you and your loved ones are not alone.

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