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...
Estate Planning Blog – Surprenant, Beneski & Nunes
How Involved Should Children Be in Parents’ Finances?
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...
Boomers and Retirement: Big Decisions, Changes
There are are many guidelines and proposals, but what is right for you?
A key challenge that is likely to be faced by boomers as retirement approaches, is how much should be set aside for the retirement years, according...
Postponing Retirement Can Be a Good Plan
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...
One Step at a Time Makes the Project Easier
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...
Choose Your Executor Carefully
Choosing an executor is one of the most important decisions you make in your estate plan. The right person can help carry out your wishes, manage estate responsibilities, and reduce conflict after your death.
In Massachusetts, the person commonly called an executor is referred to as a personal...
How to Find the Perfect Retirement Location
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...
Including Intellectual Property in Your Estate Plan
When most people think about estate planning, they picture a will that divides up money, property, and family heirlooms. But for many, intellectual property—things you’ve created, invented, or branded—can be just as valuable. Whether you’ve written a book, patented a product, or built a recognizable brand, these assets need the same thoughtful...
Seniors Should Plan for Long-Term Care
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,...
Planning Provides Protection and Support for Your Family
Planning for the future helps protect your loved ones if something unexpected happens. A well-designed estate plan gives your family clear instructions, helps avoid unnecessary legal complications, and allows trusted people to make decisions on your behalf when needed.
Many people assume estate planning is only necessary for retirees...