Thanksgiving is a time to give thanks for our loved ones and all that we have. It can also be a good time to start a conversation about estate planning. Estate planning is the process of creating a plan for how your assets will be distributed after you die. It also includes...
The Value of an Estate Plan at Any Age
My name is Ashley Algarvio. I am the Lead Case Manager at Surprenant & Beneski, P.C. and I have had the pleasure of working for Dan Surprenant & Michelle Beneski for almost 18 years. Our office has grown so much over the years. It is really amazing to be a part of...
New Year’s Resolutions for Seniors
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...
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...
Nerd Wallet Article – Estate Planning: A 7-Step Checklist of the Basics
Here's what estate planning is and a handful of things you can do to get started.
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You don't have to be rich to need estate planning. Your estate includes everything you own, and it can be any size, which is why it can be worth taking time to...
How to Plan for Your Estate Planning
Like so many other areas of modern life, estate planning requires the knowledge and skill of a professional. Therefore, the most important step you can take in this process is choosing your estate planning attorney carefully, based on excellent credentials, testimonials, and personal recommendations. As you will see if you do careful...
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...
Legal Documents for Students Who Are Headed to College
Parents, check one last thing off the list for your college-bound kid!
Will you be able to help your 18-year-old in an emergency? Let’s say that your son, an 18-year-old freshman at a college on the opposite end of the country, is unconscious in the hospital following an accident....
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...