My name is Penny Berryman and I have had the pleasure of working at Surprenant and Beneski since October 2016. I love what I do in my role supporting the accounting and finance processes at the firm. I am currently pursuing my bachelor’s degree in accounting. I am looking forward to a happy and long career here.
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 […]
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 […]
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 […]