About Karen Leary

My name is Karen Leary and I am the community liaison and seminar coordinator for Surprenant & Beneski, P.C. My job is to be out in the community meeting people and letting them know how we can help by giving them direction and hope. I love my job because I work with such talented and kind-hearted people! Since I have aging parents with serious medical issues and have a family of my own, I know how overwhelming it can be.

Prior to working for Surprenant & Beneski, P.C., I worked for AT&T where I excelled at customer service and worked in several capacities for the company. I live in Dartmouth with my husband Tim, and our daughter Katie. I love the beach, reading, and toiling away in my flower garden.

Latest Articles
CNBC Article: How to get it right when naming an executor and filling other key roles in your estate plan

In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say. In addition to choosing an executor — the person who ensures your wishes are carried out and that your estate is settled — it’s wise to name […]

CNBC Article: How to get it right when naming an executor and filling other key roles in your estate plan Read More
What’s More Expensive Than an Estate Plan? Regret.

Failing to complete your estate plan may not be among the top 5 lifetime regrets but it can certainly have the same impact. Estate Planning is one of these tasks that often fall under “discretionary spending,” and because it has the stigma of having to contemplate your own death, it often drops to the bottom […]

What’s More Expensive Than an Estate Plan? Regret. Read More
AgingCare Article: Estate Administration: Know What to Do When a Loved One Dies

The strong emotions that come with a love one’s passing are often followed by bewilderment when survivors realize all of the financial and legal steps they must take to settle their affairs. The spouse who passed away may have handled all of the couple’s finances, leaving the other uninformed and overwhelmed. Or perhaps a caregiver […]

AgingCare Article: Estate Administration: Know What to Do When a Loved One Dies Read More
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