Please join Team S&B as we “Walk to End Alzheimer’s Disease” at BCC this fall! We have formed our walking team and are asking for your help! You can join as a walker or you can donate. Together, we can help raise...
Estate Planning Blog – Surprenant, Beneski & Nunes
Case Study: 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...
Jeanne Fuller-Jones Article: What is a Seniors Real Estate Specialist?
“Four walls and a roof over your head isn’t the only way we define the word ‘home’. Home is more than just shelter, it’s where we love, it’s where we feel, it’s where we can be ourselves and it’s where life happens” –unknown
For so many people, it’s hard...
News Break Article: My mom added me to her bank accounts before she died. Am I legally or morally obliged to disclose these accounts to my siblings?
My mom recently passed away.
I have taken care of my mom’s finances for the last 10 years. It was always her money, but I made sure all her bills were paid. She lived in her own house until about 7 months ago. She then moved in with me....
ElderLaw Answers Article: Medicaid Recipients Have a Little More Time to Spend Down Their Stimulus Money
The one-year deadline for nursing home residents on Medicaid to spend down their first round of stimulus checks is here, but they may have a little extra time.
In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act authorized $1,200 stimulus checks to most Americans, including Medicaid...
The Benefits of Estate Planning (Part II): Plan Ahead for Proactive Aging
By Attorney
Erin L. Nunes, Esq.
Continue reading…
Erin L. Nunes, Esq.
Why Experts Say It Is Important to Start Your Plan Now
As aptly stated by the long-term care experts at the Mayo Clinic, “If you're considering long-term care options for...
The Benefits of Estate Planning (Part I)
By Attorney
Erin L. Nunes, Esq.
Continue reading…
Erin L. Nunes, Esq.
We know that no one likes to think about death. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done the...
ASPCA Article: Pet Trust Primer
Those of us who think of our companion animals as family members are aware of our responsibility to these dependent creatures. It is important to make sure that their care and comfort continue uninterrupted should we become incapable of caring for them ourselves. One way to plan for that contingency is to...
ElderLaw Answers Article: Caregiver Contracts: How to Pay a Family Member for Care
Although people are willing to voluntarily care for a parent or loved one without any promise of compensation, entering into a caregiver contract (also called personal service or personal care agreement) with a family member can have many benefits. It rewards the family member doing the work. It can help alleviate tension between family members by...
AgingCare Article: The Importance of Activities of Daily Living (ADLs)
When it becomes obvious that a loved one can’t get through a day without assistance, the logical next step is to begin looking into resources that can provide the support they need. One of the first things a long-term care insurance company, home care company, adult day care center or assisted living...