Estate Planning Blog – Surprenant, Beneski & Nunes

Five older women are standing together, smiling in a garden. The text reads,

Lifetime Planning for Solo Agers

Often, we say that estate planning is about thinking about your family, but what if you don’t have family? Solo agers are a demographic that, although unique, are not uncommon. More and more we are seeing a widow or a widower, divorced, never married or an only child who has no siblings...

Continue reading…
A close-up shot of a file folder tab labeled

What Are the Benefits of Irrevocable Gift Trusts?

Planning your estate is about more than passing down assets after you are gone. With the right strategies, you can provide meaningful support for your loved ones during your lifetime. One way to do this is through an Irrevocable Gift Trust (IGT), a tool that offers tax advantages, protection from creditors, and...

Continue reading…
An elderly father and his adult son sharing a heartfelt hug by a window.

Signs Your Aging Parent May Need Home Care

An aging parent may need home care when daily tasks, personal safety, or health needs become difficult to manage alone. Changes in memory, mobility, hygiene, or overall routine often signal that extra support could help them remain safe at home.

Most older adults want to stay in familiar surroundings...

Continue reading…
Ashley Algarvio

The Value of an Estate Plan at Any Age

My name is Ashley Algarvio. I am the Lead Case Manager at Surprenant & Beneski, P.C. and I have had the pleasure of working for Dan Surprenant & Michelle Beneski for almost 18 years.  Our office has grown so much over the years. It is really amazing to be a part of...

Continue reading…