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...
Estate Planning Blog – Surprenant, Beneski & Nunes
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...
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...