Conventional wisdom says that we all want to stay in our own homes for as long as we can. That is likely how most of our elders feel, but it’s not always in their best interest to do so. How do we talk with them about the realities and dangers of staying...
Estate Planning Blog – Surprenant, Beneski & Nunes
2Sisters Article: What Are the Benefits of Memory Care?
Written By: Michelle Woodbrey, Certified Dementia Practitioner (CDP), Certified Senior Advisor (CSA)® Chief Executive Officer, 2Sisters Senior Living Advisors
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You’ve thought about it, talked about it, and very likely worried about it: will your loved one need to move into a memory care community? This is a difficult...
Southcoast VNA Article: Be “Conversation Ready”
Don’t Wait to Talk About End-of-Life Care
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It’s an all too common situation. A family is at the bedside of a loved one who is seriously ill and nearing the end of life. Each member of the family has a different idea of what should be done and...
Estate Planning For Parents of Children With Disabilities
Providing the best quality of life requires informed decisions.
Harry and Sally’s son Bill has autism and is 21 years old. Bill lives with his parents and the couple is concerned about his welfare after they die. Harry and Sally always thought Bill would live with his sister Joan;...
How to Ensure that My Children Inherit My Home
For most of us, our home is our most significant asset and we want to be able to pass it on to our children. Not everyone is aware, however, that there are several ways to do this. In order to understand which method is best for you, consult with a knowledgeable estate...
Where Do I Start with Estate Planning?
Written by Attorney Erin L. Nunes, Partner
I get it! No one wants to talk about Estate Planning. That’s the #1 reason why it doesn’t get done. The 2nd reason estate planning doesn’t happen is because no one knows where to start. Let me tell you that it actually...
Reasons People Contest Trust Agreements
Most of us have heard of wills being contested, but many people are not aware that trusts can also be contested, often for similar reasons. A trust is a legal document and, as such, can only be contested in a lawsuit in state probate court by a person with legal standing to...
A Look into Different Types of Guardianships
There are two basic reasons individuals need guardians: [1] they are incapacitated — physically, mentally, or psychiatrically — and therefore unable to make decisions or to care for themselves, or [2] they are minors whose parents are either deceased or unable to care for them.
Both of these situations...
How to plan your estate as a Solo Ager
According to Forbes Magazine, it is estimated that there are 12 million adults over age of 65 and are living alone, or 27% of the overall population. That is a staggering number. Of that population, most are women. Ironically, although they are now alone, most were at one time or another, caretakers to...
Tax Preparations for Seniors
Few things in life cause more dread than tax time. It’s a lot of work to gather all the paperwork and financials that you will need. There’s also the fear of getting audited or forgetting to include something that could have resulted in a bigger refund. This is why so many people...