Continue to support your family and reduce some stress.
A legacy is the culmination of our lives stored in the hearts and memories of those we knew and loved. Much of your legacy...
Estate Planning Blog – Surprenant, Beneski & Nunes
HSA Accounts are a Fine Retirement Option
Many Americans don’t know about them or fail to use them, despite the advantages.
Even though health saving accounts (HSA) are an excellent retirement tool, many people still don’t know...
Celebrities Facing Life-Changing Event? Think about an Estate Plan
Celebrities including Marlon Brando, Prince, and Florence Griffith-Joyner should have had up-to-date estate plans.
It is not just celebrities who make big mistakes when it comes to failing to keep an estate plan up to...
Some Days are Better than Others to Address Saving
Saving over time is a good way to create security.
National 401(k) Day and Grandparent’s Day in September were special days to teach grandchildren about savings, but every day...
Better Include Digital Assets in Your Estate Plan
Do you have digital assets but aren’t sure if you should do something to protect them?
Even though your digital assets...
Author Nora Ephron was Good at Estate Planning
Meryl Streep had little time to prepare for her role, but gave a truly fine performance.
Nora Ephron, author of many fine films, turned out to be an expert when it came to planning her...
Estate Plan Can Protect You from Family Drama
You cannot control the actions of an adult child, but you can prepare for it.
No matter how close family members may be, they do not always agree with your viewpoints and that...
Empty Nest Can Have a Major Impact on Your Finances
It can be the best of times and it can be the worst of times.
When the kids head off to college, you will find that the move...
Market Correction? Are You Prepared? Is Your Retirement Plan?
The market may be ready for an adjustment and you and your retirement plan should be as well.
We know that sooner or later, there will be a market correction. However,...
Living at Home or Assisted Living: 3 Things to Consider
When you think about the adage “growing old is a privilege”, you realize the senior years of life can be a time of great fulfillment. Everything from experiencing the gratifying hug of a grandchild or...