During the Covid-19 crisis, family members are not allowed to accompany their sick loved ones into hospitals. This is true whether they are being treated for Covid-19 symptoms or not. Your loved one may need to seek medical care for other issues and you will not be able to go with them....
Estate Planning Blog – Surprenant, Beneski & Nunes
5 Critical Estate Planning Documents to Have in Place During a Crisis
In response to the calls that we have received lately, here is Attorney Erin Nunes to provide answers to the top concern we have heard...what documents are most important to have when a crisis arises!
https://www.youtube.com/watch?v=2v-Fe9v26Vw&feature=youtu.be
Will You Need to Pay Taxes on an Inherited Home?
Inheriting a home can bring mixed emotions. While it may feel like a gift from a loved one, it also comes with responsibilities, especially when it comes to taxes. If you’ve inherited property in Massachusetts, it’s important to understand how different taxes might apply and whether you’ll owe anything when you sell...
Maplewood Senior Living: Preparing Seniors for Emergencies and Isolation
BY MAPLEWOODSENIORLIVING
Any major change in the day-to-day lives of seniors can induce stress and anxiety. With the current coronavirus pandemic circling the world, this now more than ever emphasizes the need for us to help prepare our elderly parents and family members for any emergency...
Why it is important to work with a Specialist for your Estate Planning Needs
Michelle Beneski, Managing Partner at Surprenant & Beneski, PC, CELA, LLM Taxation
As many of you know, my brother Dan, who is also my partner here at the firm, recently had a heart attack which was followed by a quadruple bypass. We were all greatly comforted knowing that he was in...
3 Estate Planning Mistakes to Avoid
Every Massachusetts estate plan is unique. Estate plans represent an individual's goals and wishes, so no two estate plans will look the same. Nonetheless, most estate planning mistakes fall into one of a few different categories. As with other aspects of one's life, knowledge is power. Understanding common estate planning mistakes will...
Helpful Tips for Estate Planning during Covid-19
The COVID-19 crisis has raised questions and concerns with regard to estate planning. Last week, we addressed Estate Planning Questions and Solutions in the Context of COVID-19. Given the current atmosphere, here are a few additional tips to consider:
1. Make sure your documents are current and reflect your wishes.
Conversations with Dan Surprenant
Dan interviews Financial Planner, Anthony Salerno of Ameriprise
https://www.youtube.com/watch?v=o7zDukSmdZo&feature=youtu.be
Wealth Management Tips for a Volatile Market
You've worked incredibly hard to save for retirement. Perhaps you will depend on your 401(k) or other market-based retirement accounts as your main source of income during retirement. Like many Americans, you may have concerns about the volatility of the stock market. The Wall Street community has been in a state of...
Estate Planning Questions and Solutions in the Context of COVID-19
There is plenty to be concerned about during the coronavirus (COVID-19) public health emergency, but one topic that individuals and families can think of as a practical outlet for their concerns is estate planning.
Consider the questions below. They are...