The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances posed by the pandemic offer ample reason to reevaluate your estate plan -- or create one if you haven't already.
Estate Planning Blog – Surprenant, Beneski & Nunes
Kiplinger Article: A Guide to the Softer Side of Estate Planning
Once you've written your will, pat yourself on the back. Then get back to work to spell out your wishes on what could be far more important than how your assets are divided. Your family's harmony could be a stake.
Written by: Casey Robinson, CFP
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Aging Care Article: Daylight Saving Time Can Trigger Sundowning Behaviors
For seniors with Alzheimer’s disease and other types of dementia, daylight saving time may exacerbate the symptoms of sundowning. Changes in daylight, mealtimes and sleep schedules often bring added emotional, behavioral and cognitive difficulties.
It’s almost that time again. On the first Sunday of November, daylight saving time ends...
NerdWallet Article: Estate Planning: A 7-Step Checklist of the Basics
Here's what estate planning is and 7 things you can do to get started.
Written By: Kay Bell
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You don’t have to be rich to need estate planning. Your estate includes everything you own, and it can be any size, which is why...
10 Estate Planning Mistakes That Could Cost You a Fortune
Estate planning encompasses more than just drafting a will. Without a thoughtful plan, your family could face long delays, unnecessary costs, and avoidable stress. At Surprenant, Beneski & Nunes, we’ve seen the impact of common estate planning mistakes. The good news is that with the right strategies, most can be avoided.
The Right Time to Talk to an Estate Lawyer is Now
Article as it appeared in CapeCod.com
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“Life happens.” It’s such a common saying because it’s true – life does happen. Children are born, people marry, many go off to college, some couples divorce, some come into money or property, others have a health issue occur and so on....
Forbes Article: The Problems With Do-It-Yourself Online Wills
Written By Marguerite C. Lorenz
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As a professional trustee and executor, I have seen hundreds of estate-planning documents, including some from do-it-yourself online services. I appreciate that using a DIY site to draft a will can save money and time. But I’m also concerned that sometimes doing it this way...
Will a Simple Last Will and Testament meet your needs?
By Attorney Daniel M. Surprenant, Esq., CELA
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Many people think that all they need is a simple Last Will and Testament (Will). They also think that a Will directs all of their assets and...
Forbes Article: Estate Planning In Deflationary Times
By Matthew Erskine
The key to estate planning for many years has been the time value of money - the assumption that an investment asset will be worth more in the future than it is today. Since the 1930’s, this assumption has been proven correct, as the total return on investments...
What is a Last Will and Testament and Do I Need One?
The coronavirus pandemic getting you thinking about preparing a Will? You may be worried about how your exposure to the disease or preexisting health conditions may make you more susceptible to COVID-19. The need for an estate plan is constant, but now more than ever, we seek the peace of mind that...