Charles Proteus Steinmetz once said that “there are no foolish questions and no man becomes a fool until he has stopped asking questions.” We understand that Estate Planning can be a bit overwhelming and that you may not where to even begin. Start by asking yourself these questions. Then, call our office...
Estate Planning Blog – Surprenant, Beneski & Nunes
AARP Article: Coronavirus Scams Spread as Fraudsters Follow the Headlines
Beware of robocalls, texts and emails promising COVID cures or fast stimulus payments
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by John Waggoner and Andy Markowitz, AARP, Updated May 21, 2020
En español | Coronavirus scams are spreading nearly as fast as the virus itself. As of May 20, the Federal Trade Commission...
The Risks of Using Co-Trustees or Co-Personal Representatives in Trusts and Wills
When planning your estate, one of the most important decisions you make is choosing the people who will carry out your wishes. Many parents want all of their children to serve together as co-trustees of a trust or co-personal representatives of a will. While this may seem fair, naming more than one...
What is Probate and the Role of a Personal Representative (Executor) in Massachusetts
So, you have been named as the Personal Presentative (Executor) of a deceased person’s estate. The responsibility is not one to be taken lightly. It is encouraged to seek advice from a qualified probate attorney. This article will provide a basic explanation of the probate process and the role and responsibilities...
Support the AFSC and attend a virtual screening of “Lives Well Lived,” an award-winning film by Sky Bergman
Our team is excited to announce a very special on-line event we are sponsoring to benefit our friends at the Alzheimer's Family Support Center. They offer support and services for FREE to people diagnosed with Alzheimer's Disease or other Dementia, as well as, for their families and caregivers. They can help no...
Estate Planning in the Time of the Coronavirus Pandemic
Social distancing makes witnessing a will difficult but not impossible
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by Kerry Hannon, AARP, Updated April 29, 2020
In the past few weeks, an escalating number of clients have hurried to meet by videoconference and phone with Daniel S. Rubin, a partner at the New...
Alzheimer’s Family Support Center Celebrating Our Community Superheroes
As we navigate the Covid-19 pandemic, stories of the superheroes making a difference in our community are popping up everywhere. The Alzheimer’s Family Support Center (AFSC) is celebrating these many heroic individuals by asking community members to send in names of these heroes so they can be acknowledged.
AFSC...
Helping a Loved One in Assisted Living During COVID-19
If your loved one is a resident in an assisted living community, you’re probably experiencing even more anxiety about the spread of COVID-19. Not only are seniors especially vulnerable, nursing homes and assisted living communities are seeing high rates of the virus.
Your loved one may also have to be in...
Surprenant & Beneski fundraising for Alzheimer’s Family Support Center #GivingTuesdayNow
#GivingTuesdayNow is a new global day of giving and unity that will take place on May 5, 2020 – in addition to the regularly scheduled Dec 1, 2020 #GivingTuesday – as an emergency response to the unprecedented need caused by COVID-19.
Give to the organizations that you love most – no amount...
Should You Add Your Child’s Name to Your Bank Account or Deed?
The aging process brings about several unique challenges. Elderly individuals might find it difficult to pay their bills on time and manage their finances. Many elderly adults rely on their adult child or children to help them manage their financial affairs. It may seem convenient to add another party to their bank...