Many small business owners do not have an estate plan set up. Many business owners who do have a business plan don’t have an updated estate plan. Taking the time to create a business estate plan is incredibly important. You’ve worked hard, putting your blood, sweat, and tears into building up your...
Estate Planning Blog – Surprenant, Beneski & Nunes
Alzheimer’s Association Upcoming Support Groups
Support Groups for People
Living with Dementia To register for one of these support groups, please contact the facilitator listed.
Tuesdays at 12 PM ► Support Group for People Living with Early Dementia
For people living with Alzheimer’s or other dementia who are in the early stage of disease. To register, contact Meghan Lemay at
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Living with Dementia To register for one of these support groups, please contact the facilitator listed.
Tuesdays at 12 PM ► Support Group for People Living with Early Dementia
For people living with Alzheimer’s or other dementia who are in the early stage of disease. To register, contact Meghan Lemay at
New York Times Article: The Flaw in Warren Buffett’s Estate Plan
By Paul Sullivan
Mr. Buffett has instructed his executors to not sell any shares of his firm, Berkshire Hathaway. But these types of directives typically result in lawsuits.
Warren E. Buffett’s annual letter to shareholders is always parsed for investing wisdom from the Oracle of Omaha.
Alzheimer’s Family Support Center’s 2020 Virtual Walk & Give for Alzheimer’s
The Alzheimer’s Family Support Center (AFSC) is launching its fall fundraiser The Alzheimer’s Family Support Center’s 2020 Virtual Walk & Give for Alzheimer’s. In place of the AFSC’s annual fall Walk for Alzheimer’s in Provincetown, this online campaign asks anyone in the community to take a walk wherever they are (walking is optional...
The Importance of Health Care Documents
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...
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,...