December, 2021
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Estate Planning Blog – Surprenant, Beneski & Nunes
Do my children have to inherit equally?
While there is no hard and fast rule about whether your children should always receive equal shares of their parents’ assets, it is usual for parents to divvy up their property equally among their offspring in order to avoid playing favorites. Recent surveys have shown, however, that many parents are rethinking this...
How will retiring and buying a second home affect my estate plan?
Middle-aged people musing on their futures often indulge in dreams of buying a second home that will serve as a vacation home now and a home base during retirement. But how realistic is purchasing a second home? Many financial experts question the assumptions that underlie the value of investing in more property...
How to Plan for Your Estate Planning
Like so many other areas of modern life, estate planning requires the knowledge and skill of a professional. Therefore, the most important step you can take in this process is choosing your estate planning attorney carefully, based on excellent credentials, testimonials, and personal recommendations. As you will see if you do...
What qualities should I look for when choosing my executor?
Choosing your executor (personal representative) is an important part of the estate planning process. After all, this is the individual who will be taking care of all the logistical matters surrounding your will and seeing to it that your final wishes are carried out. At Surprenant & Beneski, P.C., we...
Can I Exclude my Spouse from my Estate?
Sometimes for various reasons, a person doesn’t want to leave any property to his or her spouse. Massachusetts like most states has a law designed to protect a surviving spouse from being impoverished. The law allows a surviving spouse to claim a portion of the estate despite the provisions of the deceased...
CNBC Article: Estate planning for LGBTQ+ families is crucial. Here’s what you need to do
By Michelle Fox
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Everyone should have an estate plan. For LGBTQ+ families, it may be even more critical.
Members of the LGBTQ+ community are less likely to be married or they may have children where only one partner is the biological parent, said Gina Nelson,...
Bayada Article: Healthy Aging: 10 Tips for Getting Fit
As you grow older, an active lifestyle is more important than ever. If you are struggling with activities of daily living, you may want to consider assistive or personal care services. Self-care assistance can help you incorporate and maintain a basic exercise regimen to prevent or reduce the risk of many health...
Ameriprise Financial Article: A Guide to Investing for Impact and Sustainability
An Investment Research Group publication
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Introduction
What does E.S.G. stand for? Is it environmental, social, and governance, or is it environmental, sustainable, and governance? Is there a difference between ESG and SRI? If so, what is it? What about impact investing? Is it different from ESG integration? If so,...
Guest Blog Series, Part 3: Big C and little c
Dawn Sully Pile is an author, speaker and hybrid coach/consultant whose passion is people. Whether working with children or adults, her intention is to be a catalyst for imagining new perspectives and possibilities and to step into them with courage.
Dawn is a Certified Professional Co-Active Coach and also...