Most Americans do not have a Last Will & Testament or any type of estate planning document in place. The coronavirus pandemic has inspired many Southeastern Massachusetts residents to get their estate planning affairs in order. Whether you are finalizing your will, trust, health care proxy, advance health care directive,...
Estate Planning Blog – Surprenant, Beneski & Nunes
Downsizing? Be Sure to Avoid These 3 Mistakes
More Americans than ever have started downsizing their homes as well as their possessions. In many cases, Millennials and those in Generation Z are not as interested in owning a large amount of stuff as Baby Boomers for a variety of reasons, including the challenge of purchasing a starter home and a...
The Benefits of an Advance Medical Directive During COVID-19
As of the end of July, more than 150,000 people have died from the coronavirus in the United States. Over 4.4 million people have been diagnosed with the coronavirus. Most people who contract the coronavirus recover from the virus without any lasting side effects. Unfortunately, coronavirus can also cause perilous symptoms....
Are You 50+? Now is a Good Time to Begin Thinking About Long-Term Care
Think about it before you need to think about it.
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Yes, it might seem crazy to start thinking about a possible future when you're infirmed and need long-term health care if you're only in your 50s. You're young, or relatively young, and healthy. But that's the point: You...
CapeCod.com: Life Changes – Your Estate Plan Should Too!
Don’t let the phrase “estate planning” mislead you. Estate planning is not reserved exclusively for the wealthy who own estates. Making a plan to protect your loved ones, as well as considering who should inherit what upon one’s passing, is a responsible move for everyone involved, and it’s never too soon to...
Is your Child or Grandchild Leaving for College this Fall?
Alice and Mark drove John out to Worcester and dropped him off at his dorm. The college was about two hours from their home on Cape Cod. Once he was moved in, Alice gave him a tearful goodbye. Things seemed to be going well that first semester of college. They talked and...
Aging Care Article: Create Your All-Star Care Team in 5 Steps
In this country, there is a growing problem regarding a lack of supportive resources for family caregivers. There are government programs, charities and nonprofit organizations that might be able to help intermittently, but what caregivers often need most is sound advice, regular respite and an extra set of hands.
Four Reasons Estate Planning Is So Important
It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inherit their assets after they're gone. Sure, estate planning isn’t as fun to think about as booking a trip or checking out restaurant reviews....
AARP Article: The Sandwich Generation Feels the Caregiving Crunch
Caring for two people is more than twice as hard
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by Barry J. Jacobs, AARP
Carol had a big heart — sometimes too big, she thought. She was glad to run errands for her unmarried 82-year-old aunt who suffered from Parkinson's disease. But then her...
Forbes Article: Laid Off During the Pandemic: Should You Tap Into Social Security Early?
Ashlea Ebeling, Senior Contributor, Personal Finance
If you’re laid off in the COVID-19 economy and you’re an older adult, you might be wondering: Am I going to have to take Social Security earlier than I planned? How much will that reduce my monthly benefits in the long run? What...