Beware of robocalls, texts and emails promising COVID cures or fast stimulus payments by John Waggoner and Andy Markowitz, AARP, Updated May 21, 2020 En español | Coronavirus scams are spreading nearly as fast as the virus itself. As of May 20, the Federal Trade Commission (FTC) had logged more than 28,700 fraud complaints related to the outbreak. […]
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The Risks of Using Co-Trustees or Co-Personal Representatives in Trusts and Wills
Written by Attorney Brandon C. Walecka, Esq., LLM in Elder Law Often, we meet with clients who want to create a trust or a last will and testament and request that all of their children be named as co-trustees or co-personal representatives (formerly known as executors). The client will say something like, “I want all […]
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What is Probate and the Role of a Personal Representative (Executor) in Massachusetts
Written by Attorney Brandon C. Walecka, Esq., LLM in Elder Law So, you have been named as the Personal Presentative (Executor) of a deceased person’s estate. The responsibility is not one to be taken lightly. It is encouraged to seek advice from a qualified probate attorney. This article will provide a basic explanation of the […]
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Support the AFSC and attend a virtual screening of “Lives Well Lived,” an award-winning film by Sky Bergman
Our team is excited to announce a very special on-line event we are sponsoring to benefit our friends at the Alzheimer’s Family Support Center. They offer support and services for FREE to people diagnosed with Alzheimer’s Disease or other Dementia, as well as, for their families and caregivers. They can help no matter where you […]
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Estate Planning in the Time of the Coronavirus Pandemic
Social distancing makes witnessing a will difficult but not impossible by Kerry Hannon, AARP, Updated April 29, 2020 In the past few weeks, an escalating number of clients have hurried to meet by videoconference and phone with Daniel S. Rubin, a partner at the New York City law firm of Moses & Singer, who is working […]
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Alzheimer’s Family Support Center Celebrating Our Community Superheroes
As we navigate the Covid-19 pandemic, stories of the superheroes making a difference in our community are popping up everywhere. The Alzheimer’s Family Support Center (AFSC) is celebrating these many heroic individuals by asking community members to send in names of these heroes so they can be acknowledged. AFSC Executive Director Molly Perdue says “Superheroes pass […]
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Helping a Loved One in Assisted Living During COVID-19
If your loved one is a resident in an assisted living community, you’re probably experiencing even more anxiety about the spread of COVID-19. Not only are seniors especially vulnerable, nursing homes and assisted living communities are seeing high rates of the virus. Your loved one may also have to be in a more strict quarantine, […]
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Surprenant & Beneski fundraising for Alzheimer’s Family Support Center #GivingTuesdayNow
#GivingTuesdayNow is a new global day of giving and unity that will take place on May 5, 2020 – in addition to the regularly scheduled Dec 1, 2020 #GivingTuesday – as an emergency response to the unprecedented need caused by COVID-19. Give to the organizations that you love most – no amount is too little […]
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Should You Add Your Child’s Name to Your Bank Account or Deed?
The aging process brings about several unique challenges. Elderly individuals might find it difficult to pay their bills on time and manage their finances. Many elderly adults rely on their adult child or children to help them manage their financial affairs. It may seem convenient to add another party to their bank accounts and deeds. […]
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Temporary Massachusetts Law Passed to Allow Document Signings to be Conducted Virtually
The team at Surprenant & Beneski, PC is ready and available to assist with your Estate Planning needs. With a new law passed by the Commonwealth of Massachusetts on April 27th, 2020, our entire process can be completed from the comfort of your own home. It allows notary publics to perform their services via video […]
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