Titling assets through joint tenancy works well, until it doesn’t.
Going without an estate plan and relying on titling assets through joint tenancy to surviving spouse can be a workable plan but then again, it can become a nightmare,...
Estate Planning Blog – Surprenant, Beneski & Nunes
Increased Family Communications Can Help Aging Parents
What is the next step, if aging parents can no longer easily handle financial and legal affairs?
The transition of adult child to caregiver can create some real challenges, when it comes to helping aging parents, according to the Monterey...
Some Ex-Spouses Can Receive Social Security Spousal Benefits
Benefits are available to ex-spouses, under certain circumstances.
As retirement approaches and Social Security benefits become available, it is important for divorced people to be particularly aware of their entitlement rights, according to Yahoo! Finance in “3 Things to Know About...
So, It’s Time to Retire. Now What Do You Do?
If you are ready to pack up and leave the work life behind, there are a few things to consider.
You have worked for decades and it is now time to retire. But wait, there are some things it...
The Use of Trusts Is Often Key to an Estate Plan
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...
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.”