Like so many of you, I am doing my part to protect the health of our vulnerable community members and frontline workers during the COVID-19 pandemic by socially distancing. To stay in touch (and sane!), I have been connecting frequently with friends and family by telephone and videoconference. In these interactions, I...
Estate Planning Blog – Surprenant, Beneski & Nunes
At Surprenant & Beneski, PC, Family is Their Business
Article as it appeared in CapeCod.com
Daniel Surprenant and his sister, Michelle Beneski, never imagined their separate paths in law would eventually lead to them working together in the family business. Fate, however, had other plans. Following a winding road into other areas of law practice, the siblings found...
Forbes Article: How To Prepare Now For The Approaching Crossroad In Estate Planning
By Bob Carlson
We’re approaching a crossroad in estate planning, and those who might be affected need to take action before we reach it.
Few people today have to worry about federal estate and gift taxes, because of the high level of exemptions. But there’s a...
Kiplinger Article:5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
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by: Christopher D. Wright, JD, CPA
Estate planning should be a fairly straightforward exercise in...
Forbes Article: The Three Reasons People Avoid Estate Planning
By: Abby Schneiderman, Contributor
My company recently did a survey with Quest Research Group in the wake of Covid-19 to find out how prepared people were if something were to happen to them. We asked 1,000 people how much planning they’d done in the past and if the pandemic...
CDC Article: Don’t Fall Behind on Fall Prevention
Older Adults Can Help Manage Their Fall Risk and Stay Independent Longer
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Every second of every day an adult aged 65 or older falls in the United States. Every 12 seconds, one of these older Americans is admitted to the emergency department for a fall; and every day,...
AARP Article: Making a Will in the COVID-19 Era
Before you consider the DIY route, know all the facts
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by Amanda Singleton
The coronavirus pandemic has many people deeply concerned about their health and wondering what will happen to their loved ones if they contract the virus. For so many, the eventuality of death seems...
Forbes Article: Eight Estate Planning Strategies In A COVID-19 World
By: Christine Fletcher, Contributor
The reality of COVID-19 has forced many individuals to address the “what if” scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.
Most of us have fortunately never dealt with...
MarketWatch Opinion: When does it make sense to take Social Security at 62?
By: Howard Gold
t’s best to wait until you’re 70 to start taking Social Security retirement benefits — even if it means tapping into your retirement assets at the bottom of a bear market. Why? Because the guaranteed, risk-free 8% annual Social Security benefit increase...
Everything You Need to Know About Massachusetts’ Estate Tax
Whenever a Massachusetts resident passes away with over $1 million in assets, the state will impose an estate tax. The estate tax is progressive, and the highest estate tax rate is 16 percent. If you’re a resident of the Bay State and you’re interested in passing on as much of...