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.
“Life happens.” It’s such a common saying because it’s true – life does happen. Children are born, people marry, many go off to college, some couples divorce, some come into money or property, others have a health issue occur and so on....
As a professional trustee and executor, I have seen hundreds of estate-planning documents, including some from do-it-yourself online services. I appreciate that using a DIY site to draft a will can save money and time. But I’m also concerned that sometimes doing it this way...
Many people think that all they need is a simple Last Will and Testament (Will). They also think that a Will directs all of their assets and...
