Helpful Tips for Estate Planning during Covid-19

The COVID-19 crisis has raised questions and concerns with regard to estate planning. Last week, we addressed Estate Planning Questions and Solutions in the Context of COVID-19. Given the current atmosphere, here are a few additional tips to consider: 1. Make sure your documents are current and reflect your wishes. At times like these, we […]

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Stock market numbers

Wealth Management Tips for a Volatile Market

You’ve worked incredibly hard to save for retirement. Perhaps you will depend on your 401(k) or other market-based retirement accounts as your main source of income during retirement. Like many Americans, you may have concerns about the volatility of the stock market. The Wall Street community has been in a state of shock after the […]

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5 Critical Estate Planning Documents To Have In Place During The COVID-19 Outbreak To Protect Your Family, Money, and Property

Imagine a scenario where you suddenly find yourself sick in the hospital, incapacitated, and no longer able to pay your own bills, manage your assets, or even make your own medical decisions. Even before all of this began, but especially since the outbreak of Coronavirus (COVID-19), this scenario is a growing concern, and unfortunately, a […]

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Is Your Retirement Plan Ready for the SECURE Act?

On December 20, 2019, the U.S. Congress passed a comprehensive spending package which included provisions for The SECURE Act. The measure, formally known as the Setting Every Community Up for Retirement (SECURE) Act, includes reforms designed to make saving for retirement easier. At Surprenant & Beneski, P.C., we are encouraging our clients to revisit their […]

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Surprenant & Beneski, PC – COVID-19

We are here to help! With those who need us in mind, we’ve made it easier and safer.  We remain ready, able, and prepared to serve our clients or anyone who needs estate planning or elder law services during this uncertain time of the Covid-19 crisis.   Whether you are concerned about having appropriate documents […]

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