Estate Planning Blog – Surprenant, Beneski & Nunes

The new tax laws offer some opportunities. Have you taken the laws into consideration?

With the Tax Cuts and Jobs Act in place, the end of the year is a good time to review your estate plan and see...

So, what would you like to happen with your business?

If you are a business owner, you have worked long and hard to be successful. However, there comes a time when you look toward the future and decide what...

As life progresses, an estate plan often becomes even more important to you and your family.

As a person’s life progresses and the difficulties that can arise do, they are often motivated into creating an estate plan but that isn’t necessarily the end of the story, according to the Brentwood...

So, just who signed the agreement?

The Alabama Supreme Court has ruled the daughter of a deceased dementia patient does not have to submit to binding arbitration with a nursing and rehabilitation center, because of the question of having...

There are strategies on spending in retirement years, so pick the one that fits your circumstances.

You’ve saved, invested, spent wisely and now you’re retiring. There are a number of helpful strategies out there for you to begin the...

It’s a good idea to avoid those discussions about money.

It is usually a wonderful event when you gather the family for Thanksgiving or holiday dinner with various personalities and interests. However, it is wise to avoid certain discussion...

Boomers may well redefine the retirement stage of life.

Boomers, who may well have worked their entire lives, are likely to find themselves having to make adjustments for retirement by remaining on the job past the age of 65...

Should adult children keep a watchful eye on the portfolio?

Adult children of aging Americans are finding themselves caught in a delicate situation of whether they should look into the finances and investments of their parents, according to U.S. News...