Dan interviews Financial Planner, Anthony Salerno of Ameriprise
https://www.youtube.com/watch?v=o7zDukSmdZo&feature=youtu.beEstate Planning Blog – Surprenant, Beneski & Nunes
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...
5 Critical Estate Planning Documents To Have In Place During The COVID-19 Outbreak To Protect Your Family, Money, and Property
Imagine a scenario where you suddenly find yourself sick in the hospital, incapacitated, and no longer able to pay your own bills, manage your assets, or even make your own medical decisions.
Even before all of this began, but especially since the outbreak of Coronavirus (COVID-19), this scenario is a...
How to Include Charitable Giving Into Your Estate Plan
Making a charitable contribution is relatively easy. You can give cash, transfer stock options, or write a check to the charity of your choice. Giving to charities and receiving a tax deduction in return is a process that many Americans take part in every year. At Surprenant & Beneski, PC, our legal...
Is Your Retirement Plan Ready for the SECURE Act?
On December 20, 2019, the U.S. Congress passed a comprehensive spending package which included...
Coronavirus Legal Advice: Get Your Business and Estate in Order Now
Estate planning attorneys are getting mobbed with questions. So, here is some timely advice from three attorneys on what families and business owners should be doing to prepare in case the unimaginable happens.
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By H. DENNIS BEAVER, ESQ. | Author of "You and...
Surprenant & Beneski, PC – COVID-19
We are here to help! With those who need us in mind, we’ve made it easier and safer.
We remain ready, able, and prepared to serve our clients or anyone who needs estate planning or elder law services during this uncertain time of the Covid-19 crisis.
Our Covid-19 Precautions
Dear valued clients, business associates and friends,
At Surprenant & Beneski, PC, the health and safety of our clients—and business associates— is our highest priority. Given the growing concerns surrounding the Covid-19 Coronavirus outbreak, we want to share with you the steps we are taking to protect you and...