Rianka DorsainvilContributorPersonal Finance
There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can...
by David Hochman, AARP, June 8, 2020
Sanitizers are here to stayAmericans will be increasingly fixated on washing away deadly germs. If sneezing into your elbow took some adjustment, brace for what's...
Written by Attorney Daniel M. Surprenant, Esq., CELA
Good News! Our office has recently, successfully, implemented a strategy to help a family keep more income while one of the spouses needed long term care paid for by Medicaid (a.k.a. MassHealth)! We thought we’d take a moment to write about...
Article Written by Sheryl Cox of Stifel, Nicolaus & Company, Inc., Plymouth MA
Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.
For tax-free eligibility, the Qualified Charitable Distribution (QCD) must be sent directly from the IRA payable...
The following checklist will help you prepare the necessary documentation and information to draft a will. Many people think they don't own anything of value, which usually is not true. Value comes in may forms other than cash or investment assets. This checklist will help you to take inventory of what...
Please join our team at Surprenant & Beneski as we work to support one of the most inspiring organizations we have the pleasure to partner with, the Alzheimer's Family Support Center. Based on Cape Cod, this non-profit provides invaluable support and services to individuals diagnosed with Alzheimer's or other dementia, as well...
At Surprenant & Beneski, we have always felt it is of the utmost importance to keep our clients and team members safe. Following the guidance provided by the Commonwealth of Massachusetts, we continue to provide service to our clients within our office buildings during the phased re-opening. To maintain the comfort and...
Nearly 7 million older adults live alone, according to a recent federal study. Half of all women over the age of 75 live by themselves. A large percentage of seniors who are living alone have no living siblings or children. Seniors who are alone without any family members to provide them...
When our elder law care team meets with clients, our clients often confuse the words “Medicare,” “Medicaid,” and “MassHealth.” Understanding the differences between government programs can be confusing. When it’s time for a loved one to receive medical care in a nursing home, many families are left wondering which government program...
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