Estate Planning Blog – Surprenant, Beneski & Nunes

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...

More savings? Bigger retirement checks? Sounds like a good idea!

Just because someone reaches the age of 65, it does not mean they are ready to head into retirement. Those extra years of working can pay off in the...

Planning for retirement may be a hard job. However, it can turn into some joyful years later in life.

Planning for your retirement is not only a big job but a really important and serious job that can be...

Need an executor for your estate? Don’t rush, think it through carefully and make the right choice.

It would be wise to have a conversation with your heirs that you most likely do not want to have, and it...

Decide where you want to locate and then study the opportunities and drawbacks.

So, you are retiring. Where do you want to live? What’s the attraction? What is the cost of living? Taxes? Medical facilities? The list is long but there are some factors to look into that can...

It is possible to keep your intellectual property private.

If you have royalties, trademarks or digital assets that contribute to your revenue stream, you need to include them in your estate plan, according to the Times Herald-Record in “Include intellectual property...

Planning for long-term care can give you peace of mind and protect loved ones from financial challenges.

A recent study reveals that not even half of Americans 65 years of age or older have given much thought, if any,...

The emotional support should be enough to get you started.

Organizing your finances and creating an estate plan can be very simple. However, it is often avoided by many people, despite the peace of mind to you and your...