Good Planning for Life Is Also Good Planning for a Pandemic

Posted on November 19, 2020 by shieldsandboris

It’s hard to plan for next week, let alone the future, when our environment, the advice from the experts and indeed the outbreak itself, seems to change on a daily basis.

Continue reading...

What Did This Hollywood Producer’s Estate Plan Look Like?

Posted on November 18, 2020 by shieldsandboris

Steve Bing — who inherited $600 million from his real estate developer grandfather at the age of 18 — only had about $300,000 left to his name at his death, leaving him relatively broke.

Continue reading...

Who Needs a Special Needs Trust?

Posted on November 17, 2020 by shieldsandboris

If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.

Continue reading...

What Do I Need to Do after the Death of My Spouse?

Posted on November 16, 2020 by shieldsandboris

The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.

Continue reading...

Download an eBook!

Featured Videos!

Subscribe to our YouTube channel!