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Home » Archives for omnizant.support » Page 80

Author: omnizant.support

Can Bankruptcy have an Impact on Your IRA?

Posted on February 27, 2019

Protection varies, according to state law.

IRAs are protected from bankruptcy. However, there are some limitations you should guard against, according to The Balance in “What is IRA Bankruptcy Protection?”  

President George W. Bush signed bankruptcy protection into...

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To-do List for 2019 Should Include These Documents

Posted on February 26, 2019

Don’t wait until you are under pressure, to create these safeguards.

If you don’t have documents that protect you, your family and your assets, you should consider doing yourself a favor and putting them on your list to accomplish...

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Alzheimer’s Family Support Center Created by Caregivers

Posted on February 25, 2019

Like so many family caregivers, Judi and Rachael Devaney came to caregiving out of love. With the help of the Alzheimer’s Family Support Center, this powerful mother-daughter duo spent several years caring for Judi’s mother Gigi throughout her battle with Alzheimer’s disease....

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How Do You Fill Void when Caregiver Role Ends?

Posted on February 22, 2019

What happens to the caregiver, when your loved one is gone?

Providing care for another adult can be difficult, because the caregiver often puts their life on hold.  They may find themselves facing a new challenge later, according to the AARP...

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Some Common Estate Planning Mistakes Best Avoided

Posted on February 21, 2019

What might happen if you have the talent for success but not the talent for business?

As can often be the case, many extremely talented people accumulate large estates and they often are not prepared to take on the...

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Will ‘Phased Retirement’ Work for You and Your Employer?

Posted on February 20, 2019

Working at the age of 65, is not the same as working at 20.

Working for decades can take a toll on employees, as they near retirement age. However, a phased retirement can offer a situation...

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Why Not Set a Goal of Estate Planning This Year?

Posted on February 19, 2019

Now is the time to handle those details you have overlooked.

There may be a number of estate planning details that you have not addressed in previous years. This year is a good year to get it done, according...

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Life Insurance Can Be Part of Taxable Estate

Posted on February 19, 2019

Life insurance isn’t taxable to beneficiaries but there can still be a tax involved.

An Irrevocable Life Insurance Trust can be a key part of your overall estate plan, according to JD Supra in the article “Estate Planning: The Irrevocable Life...

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Pension or 401(k)? Which Is Best for You?

Posted on February 18, 2019

If Social Security will be 40% of your income, where does the rest come from?

Social Security was never intended to be your total retirement funding, so you need as many revenue streams as possible, according to U.S. News &...

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Upscale Retirement Looms in the Boomer Future

Posted on February 15, 2019

If you are thinking of upscale retirement, it might be best to check in early and enjoy the lifestyle.

Boomers have had a way of being out front, when it comes to making changes in society and it isn’t...

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  • Practice Areas
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      • Surprenant, Beneski & Nunes Is Well-Prepared to Help You Plan Your Future
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×
  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration/Probate
  • About Us
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • Blog
    • Articles & Guides
      • The Estate Planning Process
      • The Probate Process
      • Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • Estate Planning Checklist for Gen-Xers
      • Talking To Your Parents About Estate Planning
      • Incapacity Planning
      • Surprenant, Beneski & Nunes Is Well-Prepared to Help You Plan Your Future
    • Glossary
    • Ask The Attorney
    • Newsletters
      • Subscribe to Our Newsletter!
    • Community Resources
      • New Bedford, MA
      • Easton, MA
      • Hyannis, MA
    • Our Books
    • FAQs
      • Video FAQs
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Locations
      • Easton
      • Hyannis
      • New Bedford
      • Plymouth
    • Careers