Estate Planning Blog – Surprenant, Beneski & Nunes

Why Estate Planning is Important

Daniel M. Surprenant, Managing Partner, CELA

Essentially, estate planning is the process of determining, through legal guidance and documents, who will receive your hard-earned assets.  Estate planning is very important because it also determines how your life savings, home and personal items will be spent or saved during...

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A Trust for a Child with a Disability

Margaret and Sam have always taken care of their daughter, Elizabeth. She is 45, has never worked, and has never left home. She is developmentally disabled and receives SSI (Supplemental Security Income). They have always worried about who would take care of her after they die.  Some years ago, Sam was diagnosed...

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What to Organize

The following is a list of important documents that you should have organized and kept together in a safe place. These documents are important to have not only for estate planning but also in times where you may need them such as incapacitation or death, moving, or even in catastrophic events such...

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