Estate Planning Blog – Surprenant, Beneski & Nunes

Forbes Article: An Estate Plan For Every Stage Of Life

Rianka DorsainvilContributorPersonal Finance

There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can...

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Qualified Charitable Distributions From IRAs

Article Written by Sheryl Cox of Stifel, Nicolaus & Company, Inc., Plymouth MA

Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.

For tax-free eligibility, the Qualified Charitable Distribution (QCD) must be sent directly from the IRA payable...

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