Consulting an attorney may seem like a daunting move that comes with many questions. Who do you consult? How do you know you’re getting the best advice? Who should you trust?
The team approach at Surprenant & Beneski,...
One aspect of managing a loved one’s final affairs that most people aren’t familiar with is how to handle their last Social Security retirement benefits check. Surviving family members often incorrectly assume that the estate is entitled to keep the beneficiary’s final payment or that it can be spent on things like...
Article as posted by South Coast Almanac.
Our sponsor Surprenant & Beneski, P.C. is all about community. They asked us to feature some of their favorite local restaurants during the holidays because they know this time of year is all about family and food (and because this year, more than...
by Amy Goyer
For some family caregivers, the holidays can be a joyful time when spirits are lighter. It feels good to care for loved ones and enjoy time together, celebrating with family traditions. But for...
By: Nora Garvey
Taking the emotions out of death and financesAs families gather for the holidays, talking about long-term financial security and trusts may not be top of mind. Death and finances are often two of the most uncomfortable topics for families to talk...
By John F. Wasik
Riding out the pandemic with family presents the perfect chance to lay it all out: priorities, account balances, end-of-life directives.
For far too many families, financial planning is akin to scheduling dental surgery. The prospect of pain and discomfort prompts many to...
Witten by: Catherine Schnaubelt
If you have a college-aged child, estate planning is probably the last thing on your mind. However, estate planning isn’t just for the wealthy and aging. It also includes provisions for while you’re still alive, and everyone can benefit from having a plan in place...
by Michelle R. Davis
With Thanksgiving just a few weeks away, the U.S. Centers for Disease Control and Prevention (CDC) released updated guidance around holiday celebrations and masking, urging people to limit gatherings and...
by: Carlos Dias Jr., Wealth Adviser
An estate plan is a necessary tool that allows...
by Katherine Skiba
Televisions. Golf clubs. Baby clothes. A bottle of gin. Sticky-fingered porch pirates have recently pilfered all of these, and much more.
The crooks — also called “box bandits”...
