New Year’s Resolutions for Seniors
New Year’s resolutions are a way to start off the New Year right. Usually, they have to do with improving ourselves. Whether it is to lose weight, exercise, learn a new skill, etc. More often than not, the resolution only lasts a few weeks or a couple of months. Here is an...
Why Do I Need a Trust If I’m Not Wealthy?
Although many people associate trusts with having a large estate, trusts can serve several important purposes for middle-class individuals and families. The best way to find out if one or more trusts can be beneficial for you is to consult with a knowledgeable trust and estate attorney. If you live in...
Tips on How to Downsize When You’re a Senior
Moving to a new home, even when you’re excited at the prospect, is accompanied by a good deal of stress, especially when you’re an older person. So much to think about — selling, buying, leasing, or renting property, deciding how to approach downsizing, and trying to coordinate and organize the complicated physical,...
How to Avoid Estate Planning Mistakes
The two most important mistakes you can make when it comes to estate planning are [1] not engaging in the process at all and [2] not using a skilled, well-versed estate planning attorney to complete the task.
It is easy to see the downside of not planning for...
How to Prepare for Older Out-of-Town Guests
There is no greater joy than seeing generations gathered together for the holidays. It does take some thoughtful planning and coordinating, however. If you are having your aging parents or grandparents staying with you, be sure to prep your house for someone who is more advanced in age. Here are some tips...
Remembering and Honoring Your Loved One During the Holiday Season
Holidays have always been difficult: the shopping, the traveling, the cooking, and about one hundred other things to do! But then add the loss of a loved one? That just makes the holidays incredibly painful, almost impossible to think about having them. But you must. Your loved one would want you to...
Estate Planning for Snowbirds
Comedian Jerry Seinfeld once joked, “My parents didn't want to move to Florida, but they turned sixty and that's the law.” It’s funny because it seems like everyone becomes a snowbird once they retire. Thanks to old man winter here in Southeastern Massachusetts, a large number of retirees do flock like snowbirds...
Estate Planning Tips for Blended Families
According to Pew Research, more than 40 percent of American adults have a step relative and a sizable portion of American children are living in households with a stepparent, stepsibling or half-sibling. This is a statistic the estate planning attorneys of Surprenant & Beneski pay close attention to, since we are...
Managing Partners Contribute to New Estate Planning Strategies Book
Chapter contributed by Managing Partners, Daniel M. Surprenant & Michelle D. Beneski
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Did you know that nearly two out of three adults have not created an estate plan? Estate planning is not just for the wealthy. When done correctly, an estate plan...