What’s the Difference Between Nursing Homes and Assisted Living?
Posted on December 12, 2020 by shieldsandborisThe time may come when your elderly mother, father or other loved one cannot fully care for himself or herself. The adult children may not have the time or resources to ensure their relative’s health and safety. At that point, it may be time for him or her to move into a residential facility that can provide the care and services needed.
No Time Like the Present Pandemic to Get the Estate Plan Going
Posted on December 11, 2020 by shieldsandborisThere’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. This year has been one for the books.
What’s the Estate Tax Exemption for 2021?
Posted on December 10, 2020 by shieldsandborisThe federal estate tax exemption is going up again for 2021.
What Does Legacy Planning Mean?
Posted on December 9, 2020 by shieldsandborisTo ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.