By John F. Wasik
Riding out the pandemic with family presents the perfect chance to lay it all out: priorities, account balances, end-of-life directives.
For far too many families, financial planning is akin to scheduling dental surgery. The prospect of pain and discomfort prompts many to...
Witten by: Catherine Schnaubelt
If you have a college-aged child, estate planning is probably the last thing on your mind. However, estate planning isn’t just for the wealthy and aging. It also includes provisions for while you’re still alive, and everyone can benefit from having a plan in place...
by Michelle R. Davis
With Thanksgiving just a few weeks away, the U.S. Centers for Disease Control and Prevention (CDC) released updated guidance around holiday celebrations and masking, urging people to limit gatherings and...
by: Carlos Dias Jr., Wealth Adviser
An estate plan is a necessary tool that allows...
by Katherine Skiba
Televisions. Golf clubs. Baby clothes. A bottle of gin. Sticky-fingered porch pirates have recently pilfered all of these, and much more.
The crooks — also called “box bandits”...
The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances posed by the pandemic offer ample reason to reevaluate your estate plan -- or create one if you haven't already.
For seniors with Alzheimer’s disease and other types of dementia, daylight saving time may exacerbate the symptoms of sundowning. Changes in daylight, mealtimes and sleep schedules often bring added emotional, behavioral and cognitive difficulties.
It’s almost that time again. On the first Sunday of November, daylight saving time ends...
You don’t have to be rich to need estate planning. Your estate includes everything you own, and it can be any size, which is why...
Estate planning encompasses more than just drafting a will. Without a thoughtful plan, your family could face long delays, unnecessary costs, and avoidable stress. At Surprenant, Beneski & Nunes, we’ve seen the impact of common estate planning mistakes. The good news is that with the right strategies, most can be avoided.
