As awful as the coronavirus pandemic is, we should all be grateful that it has hit at a time in history when we have the technology to help us cope. First and foremost, medical science has advanced to the point that vaccines to protect us from catastrophe have been developed at an...
Estate Planning Blog – Surprenant, Beneski & Nunes

Give the Gift of a Gift Trust
During holiday time, many people feel more generous than usual. This is not surprising since religious teachings of this period emphasize the importance of helping others, and many stories of the season involve giving in one way or another. If you are inclined to make gift-giving preparations, now is a good time...

How to Have Those Important Conversations with Your Loved Ones
As we get older, many adult children are intimidated by the idea of speaking with their parents about estate planning. Although it's a difficult conversation to have, it is a very important one. There are several reasons why people procrastinate about the conversation. Some families even put it off for decades!...

Why Estate Planning Should Be One of Your New Year’s Resolutions
New Year’s resolutions are about planning your future and many of us view them as pathways to self-improvement -- to lose weight, exercise more, spend less on frivolous items, respond to emails more promptly. Beyond that, we often conceive of New Year’s resolutions as a means of tackling things we’ve been putting...

Bayada Article: How to Prepare for a Doctors Visit: Tips for the Empowered Patient
It requires effort ahead of time to get the most out of a doctor’s appointment. As a geriatric care manager, I have accompanied many elderly clients to their doctor’s visits and the most fruitful and successful visits were those when the...

AARP Article: Powers of Attorney: Crucial Documents for Caregiving
by Amanda Singleton
What is power of attorney? Everyone 18 and older should have this document in place.
What comes to mind when you hear the words “power of attorney"?

NY Times Article: ‘It’s Pretty Brutal’: The Sandwich Generation Pays a Price
Written By: By Jessica Grose
This piece is part of “The Price of Modern Parenting.” Read more about the sandwich generation, the cost of adoption and out-of-pocket expenses for...

Special Needs Alliance Article: Your Special Needs Trust (“SNT”) Defined
You have a special needs trust— or you have been designated as the trustee of a special needs trust— or your child has a special needs trust. What is a trust? What is a trustee? What is a beneficiary? What are all these terms you’ve never used before even though your first...

AgingCare Article: Is Aging in Place Always the Best Option for Seniors?
As we age, most of us claim we want to age in place—to stay in the familiar homes we love throughout the rest of our lives. But many seniors don’t think this decision through and wind up unsafe, unsupported, lonely and even housebound.
“Elder orphans” is the phrase du...

AARP Article: Getting a Lifesaving COVID-19 Vaccination
We now have a weapon in the fight against the virus that triggered the most destructive pandemic in more than a century.
The FDA has issued emergency use authorization (EUA) for two different COVID-19 vaccines: one developed by Pfizer-BioNTech and the other by Moderna. Both vaccines are safe and...