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...
Estate Planning Blog – Surprenant, Beneski & Nunes
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...
Offered Early Retirement? Consider the Options
Offers to leave your job with compensation are growing at a considerable rate.
The offering of early retirement has grown tremendously in the U.S. However, it is important to think the options through carefully, before making your decision, according...
Age Doesn’t Matter—You Need an Estate Plan
How many people over the age of 45 do not have a prepared will? Two out of Five!
Many people seem to have a difficulty getting started with an estate plan. However, it really doesn’t take much to do...
A Fiduciary Has Considerable Responsibilities
It sounds financial but it isn’t. It is all about the person’s behavior in the relationship.
A fiduciary relationship is a legal relationship that includes responsibilities that can be enforced and it is important to look closely at it,...