Estate Planning Blog – Surprenant, Beneski & Nunes

You have options, when it comes to saving for those tuition bills.

What is the best way for one generation to save for the next generation to be funded for a college education? There are a number of ways...

Early signs of the loss of a customer’s mental agility may be recognized by banking personnel.

New federal legislation gives banks and financial institutions new tools to join in the efforts to halt the ever-growing problem of elder financial...

Joint accounts can sometimes be a problem for your estate.

Making all of your accounts as Transfer on Death (TOD) or Payable on Death (POD) to avoid probate, sounds like a simple solution in avoiding probate. However, sometimes it...

There are ways to make both members of the couple knowledgeable about finances.

There can be a high cost to the surviving member of a couple, if the member who passed away was the person who handled all of...

You can eliminate stress and expense, as well as save your loved ones a lot of trouble.

If you don’t make some decisions on what you would like to happen with your assets when you are gone, it is...

Special needs trusts (SNTs) are financial instruments designed to enhance quality of life for individuals with disabilities by supplementing the government benefits available to them. Assets held in SNTs aren’t counted when determining an individual’s eligibility for means-tested public programs such as...

Open and honest communication can be the key to a good estate plan.

Most married couples have a small age difference.  However, for those who don’t, it is possible that there can be complications, according to the Reno Gazette Journal in “Retirement...

So, which trusts will work for you?

There are many ways to use various trusts within an estate plan and it most likely will be beneficial to learn which ones will help achieve your goals, according to The Daily Sentinel in