You can no longer make medical or financial decisions for your children without proper paperwork.
It is wonderful to bring up the children, make sure they are educated and see that 18th birthday come along. However, it is important to...
Estate Planning Blog – Surprenant, Beneski & Nunes
Thinking Retirement? Start with a Will
Sometimes even having a will is not enough.
Most people do not want their finances released to the public. However, if they are not careful with their estate plan, their financial world will become an open book, according to...
Planning on Disinheriting a Child? Best to Be Careful!
Where does help become undue influence?
The law is very specific when it comes to disinheriting your child, so it is a good idea to be perfectly clear on your wishes or it can backfire, according to the Santa Cruz...
It Is Hard to Believe but It May Not Be about the Money
Leaving a legacy isn’t always about making a big bequest.
A Bank of America/Merrill Lynch Ave Wave survey came up with some interest information, according to The Voice in “How to leave a legacy no matter how...
Identity Thieves Continue to Aim at Seniors
Despite strong efforts by scammers, it is still possible to stay safe.
We are all vulnerable to identity thieves but much of the action seems to focus against seniors, according to My Prime Time News in “Senior Identity Theft: How to...
Thinking about Aging? Will You Need Long Term Care?
On average, men need help for 2.2 years, while women need help for 3.7 years.
Many people will end up needing assistance to care for themselves, as they become elderly and that help may not be provided by their...
Legal Battles Continue over Singer’s Estate
Instagram messages create challenges for French court.
French entertainer Johnny Hallyday, who died in 2017, left behind testaments and Instagram messages causing some major court issues, according to The New York Times in “French Rock Star’s Instagram Defeats His Widow in...
Assets Can Be Inherited but When to Receive Them?
If you receive an inheritance, it is wise to consider the impact.
There are many things that can be inherited and one must be careful of the impact on a family’s tax liability, according to the Orange Town News in “Will...
Discuss ‘Someday’ with Your Parents
If your parents are aging, it might be a good time for a frank discussion.
It is quite possible you are beginning to worry about your elderly parents. If that is happening now, then now is a good time...
An Online Form Could Cost You More Later
Your estate plan can be simple and straightforward, if your life is. But is it?
If that basic form saved some money for you when it came to estate planning, you can find yourself facing some expensive challenges, if...