New Year’s resolutions are a way to start off the New Year right. Usually, they have to do with improving ourselves. Whether it is to lose weight, exercise, learn a new skill, etc. More often than not, the resolution only lasts a few weeks or a couple of months. Here is an...
Protecting Your College Student with Estate Planning
Despite the fact that once they’re officially an adult and you’re no longer legally responsible for them, most college students need guidance in navigating some of the legal aspects of adulthood. The good news is you can help your child with their Estate Plan, so they’re set up for the unexpected when...
Fifty Plus Advocate Article: Surprenant & Beneski P.C. encourages early estate planning
Learning about power of attorney, trusts, wills and health directives does not need to be overwhelming. The legal staff of Surprenant & Beneski, P.C. emphasize the importance and value of early estate planning. They are committed to educating you and facilitating the process so informed decisions are made for you and your...
How to plan your estate as a Solo Ager
According to Forbes Magazine, it is estimated that there are 12 million adults over age of 65 and are living alone, or 27% of the overall population. That is a staggering number. Of that population, most are women. Ironically, although they are now alone, most were at one time or another, caretakers to...
Estate Planning for Teachers
To say the last year and a half has been a challenge would be the understatement of the century. So many have stepped up to help others and to give a sense of normalcy in such an abnormal time. One group of people especially come to mind: teachers.
Children...
If Life is a Highway, then Estate Planning is the Road Map
Estate Planning is like a road map. And while the map may be straight forward for some, for others there may be stops along the way. One thing is for sure is that it all leads to the same destination: peace of mind!
A lot of people put off...
Three Documents that Provide Peace of Mind During a Crisis
Three primary documents that help ensure an individual’s access to their desired healthcare outcome are Power of Attorney (POA) and Advanced Directive. These written documents allow an individual to appoint external help to make legal, financial, and healthcare decisions on one’s behalf.
A Healthcare Proxy (HCP) This is a...
Weddings, Wills and More!
Traditionally, June is the most popular month for weddings and is probably what perpetuates the term “June Bride.” If you are planning upcoming nuptials or have recently been married, you know how much planning goes into a wedding. Couples take great care in planning every detail from the flowers to researching the...
Off to College? Don’t Forget About the Essentials!
This time of year is always so exciting for parents. Proms. Parties. Pictures. Graduations. Prepping for college. But before you do all that, there is something else you should consider for your 18-year-old child: their estate plan.
We know what you are thinking, “why would I need an estate...
The Sandwich Generation: How to manage if you find yourself here
Did you know that a staggering 47% of adults in their 40s/50s are providing care to a parent 65 + years old while also raising their own small child or helping to support their young adult child? This increasingly common group has been coined the “sandwich generation” to describe adult children who...