Estate Planning Blog – Surprenant & Beneski

Couple enjoying warm weather in winter

Estate Planning for Snowbirds: What To Consider

For many individuals and couples, the ideal retirement includes two homes — one in their original northern state, familiar and cozy, and one in a warm southern clime in which to relax and avoid the chill and inconvenience of a northern winter. Thus, they choose to become “snowbirds,” traveling back and forth...

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Elderly couple looking at estate planning documents

DIY Estate Planning: What Are the Risks?

Estate planning is a critical step in ensuring the well-being of your loved ones. It is also the surest means of securing your legacy. Like other significant steps you will take in your life, planning your estate requires the advice of those who have knowledge, expertise, and experience in this particular area....

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