SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Presented by: Erin L. Nunes Esq., Partner and Brendan Gallagher CFP©, CRC© from Pinnacle Investments Why it is important to coordinate an estate […]
Read MoreDeciding how to pass your home to your beneficiary is a significant and personal decision. You can either transfer ownership while you’re still alive or leave it to them in […]
Read MoreSECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Erin is a committed advocate for the aging population. As an attorney at Surprenant & Beneski, P.C., she exhibit a passion for helping […]
Read MoreSECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Protect your loved ones. Learn how to avoid probate, minimize taxes, and ensure your wishes are followed. Answers to your questions. Discover the […]
Read MoreCreating a Last Will and Testament is a crucial step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. This process allows you […]
Read MoreConsidering the undeniable fact of our mortality, it is surprising how many people delay or overlook the importance of estate planning, including the drafting of wills and trusts. At Surprenant […]
Read MoreEven if you have the purest intentions of providing for your loved ones when you pass and foresee a smooth transfer of assets, you should be aware that one disgruntled […]
Read MoreWhile most people understand that they will need a Last Will and Testament, a recent Gallup poll shows that 46 percent of American adults do not have a will. If […]
Read MoreNow that nearly everyone is using the internet, it may look as though creating a will is an easy do-it-yourself project. Think again. There are multiple reasons that you need […]
Read MoreIt seems like a nice problem to have — how should I handle all that extra money? Even so, a large inheritance or another type of windfall can make for […]
Read More