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...
Estate Planning Blog – Surprenant, Beneski & Nunes
When Should a Special Needs Trust Be Updated? by Attorney Daniel M. Surprenant
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...
Age Gap Can Create Estate Planning Challenge
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...
Even Millennials Need to Plan for Retirement
Your family will most likely face some tough times, if you don’t make a plan.
It doesn’t matter which generation you belong to, when it comes to estate planning. If you pass away without an estate plan, it is...
A Trust Can Reduce Risks to Your Estate
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
Review Your Estate Planning Documents
If the topic of medical directives has not come up within the family and there has been no discussion, then do it now.
Medical directives and other estate planning documents need to be kept up to date as the...
IRS Increases Annual 401(k) Contributions
If you are fortunate enough to have an employer match, the end results are even better.
The IRS has raised the contribution limit for a 401(k) plan by $500 next year and it can make a difference over the...
Don’t Skip These Estate Planning Documents
Many people think estate planning begins and ends with writing a will. In reality, a complete estate plan includes several documents that protect you during your lifetime as well as after your death. Without them, your loved ones may have difficulty making financial or medical decisions if you become unable to act...
Preparing to Care for Your Parents Can Be Difficult
Life starts out with your parents taking care of you but often that scenario changes and you end up caring for your parents. Sometimes preparing for that situation is easy but not always, according to Connecticut Magazine in “Senior Caregiving 101.”
Planning Retirement? Consider All Your Options
Thinking of traveling after years of work? Plan for it and save for it.
When it comes to planning for your retirement, consider the possibilities that await you. However, you should also consider the fact you will most likely...