Why is the revocable trust so appealing? You can change it whenever you’d like.
You do not have to have a lot of money or assets in order to benefit from the use of trusts, according to Barron’s in “Why a...
Estate Planning Blog – Surprenant, Beneski & Nunes
No More Waiting! Review Your Estate Plan
Check your estate plan for changes required to meet the requirements and opportunities.
Changes created by the passage of the Tax Cuts and Jobs Act create a need to revisit your estate plan, if you have not already done...
A Good Death Is Rarely Achieved
Passing away quietly at home without pain, is not a common occurrence.
Increasing the chances of achieving a peaceful death, require some careful planning as well as conversations with loved ones, according to The Wall Street Journal in “Preparing For a...
Your Estate Plan Protects You Now and Your Family Later
A good plan accomplishes your goals when you are gone and protects your loved ones.
Most people realize that they need an estate plan, yet the vast majority of Americans do not have one, according to the Lockport Journal in “Senior...
Thinking of Spring Cleaning? How about Your Finances?
The time you save gathering financial information, will be appreciated in the long run.
This can really be a busy season, if you launch into spring cleaning and also gather together financial documents to do taxes, according to The Press...
How Do You Control Inheritances? Trusts
Protect your assets from being mishandled.
As you prepare an estate plan, consider a look at creating trusts to protect assets through the generations, according to the Times Herald-Record in “Leaving inheritances to trusts puts you in control.”
Top Five Ideas About Aging
Whether the advice is to work a little longer or to start planning further ahead than we’re used to, The Experts’ most-popular posts on aging will help you manage these challenges
Continue reading…
In 2018, the WSJ Experts wrote about...
The ER Can Be a Major Challenge for Alzheimer’s Patients
Start planning long before a visit is needed.
Careful planning can often help patients with Alzheimer’s to be more relaxed and comfortable, if the day comes when a trip to the emergency room becomes necessary, according to The Advocate in “Alzheimer’s Q&A: What should I know before taking someone with Alzheimer’s...
The Wrong Benefit Is Likely to Be Smaller and Forever
Social Security options need to be approached carefully.
Many people have been known to confuse “Restricted Application” with the “Claim and Suspend” strategy and that can cause some problems, according to Forbes in “Put Thousands In Your Pocket By Taking Advantage...
Company Helps Boomers Ease Pressure of Downsizing
If the clients wait until the last minute, panic can set in.
A woman and her team focus on the difficulties of the work as well as the emotional challenges faced by Baby Boomers who opt to downsize, according...