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 […]
Continue reading…Conversations with Dan Surprenant
Dan interviews Financial Planner, Anthony Salerno of Ameriprise
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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 […]
Continue reading…Estate Planning Questions and Solutions in the Context of COVID-19
There is plenty to be concerned about during the coronavirus (COVID-19) public health emergency, but one topic that individuals and families can think of as a practical outlet for their concerns is estate planning. Consider the questions below. They are likely to be timely for you and your family, and fortunately, there are estate planning […]
Continue reading…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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How to Include Charitable Giving Into Your Estate Plan
Making a charitable contribution is relatively easy. You can give cash, transfer stock options, or write a check to the charity of your choice. Giving to charities and receiving a tax deduction in return is a process that many Americans take part in every year. At Surprenant & Beneski, PC, our legal team helps incorporate […]
Continue reading…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 […]
Continue reading…Coronavirus Legal Advice: Get Your Business and Estate in Order Now
By H. DENNIS BEAVER, ESQ. | Author of “You and the Law”March 16, 2020 The stock market has recently been in a free fall. America has not experienced this level of fear since the days of the polio epidemic in the 1940s and 1950s. During those decades, polio outbreaks in the U.S. crippled an average of more than 35,000 […]
Continue reading…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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