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Home » Current Affairs

CNBC Article: Former Zappos CEO Tony Hsieh died without a will, reports say. Here’s why you should plan for your own death

Posted on December 3, 2020
Estate planning, which includes drawing up a will, does not only apply to wealthy people.If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.Some assets need to be addressed separately, including retirement accounts and life insurance.
Continue reading…

NY Times Article: With Adult Children Home, Now’s the Time: Talk About Your Money

Posted on November 16, 2020

By John F. Wasik

Riding out the pandemic with family presents the perfect chance to lay it all out: priorities, account balances, end-of-life directives.

For far too many families, financial planning is akin to scheduling dental surgery. The prospect of pain and discomfort prompts many to...

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Forbes Article: Estate Planning In Deflationary Times

Posted on October 7, 2020

By Matthew Erskine

The key to estate planning for many years has been the time value of money - the assumption that an investment asset will be worth more in the future than it is today. Since the 1930’s, this assumption has been proven correct, as the total return on investments...

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Forbes Article: The Three Reasons People Avoid Estate Planning

Posted on September 21, 2020

By: Abby Schneiderman, Contributor

My company recently did a survey with Quest Research Group in the wake of Covid-19 to find out how prepared people were if something were to happen to them. We asked 1,000 people how much planning they’d done in the past and if the pandemic...

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Forbes Article: Eight Estate Planning Strategies In A COVID-19 World

Posted on September 15, 2020

By: Christine Fletcher, Contributor

The reality of COVID-19 has forced many individuals to address the “what if” scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.  

Most of us have fortunately never dealt with...

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MarketWatch Opinion: When does it make sense to take Social Security at 62?

Posted on September 14, 2020

By: Howard Gold

t’s best to wait until you’re 70 to start taking Social Security retirement benefits — even if it means tapping into your retirement assets at the bottom of a bear market. Why? Because the guaranteed, risk-free 8% annual Social Security benefit increase is...

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Are You 50+? Now is a Good Time to Begin Thinking About Long-Term Care

Posted on August 19, 2020
Think about it before you need to think about it.

Yes, it might seem crazy to start thinking about a possible future when you're infirmed and need long-term health care if you're only in your 50s. You're young, or relatively young, and healthy. But that's the point: You...

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AARP Article: The Sandwich Generation Feels the Caregiving Crunch

Posted on August 17, 2020
Caring for two people is more than twice as hard

by Barry J. Jacobs, AARP

Carol had a big heart — sometimes too big, she thought. She was glad to run errands for her unmarried 82-year-old aunt who suffered from Parkinson's disease. But then her...

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AARP Article: 5 Reasons Working From Home Benefits Older Workers — and Their Employers

Posted on July 31, 2020

by Kerry Hannon

Over the next several months, every company in America with workers who spend most of their time on a computer has a decision to make: Which of their employees — the vast majority of whom will have been successfully working from home since March — should...

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document reading last will and testament with pocketwatch

Kiplinger Article: Top 10 Estate Planning Tips in a Time of Coronavirus

Posted on July 22, 2020

The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some tips to help you along the way.

By Sam Nuxoll,

It has arrived: the unexpected, potentially life-threatening circumstance you had in mind when...

Continue reading…

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  • Home
  • Practice Areas
    • Estate Planning
      • Estate Planning Overview
      • Advantages to Working with an Attorney Instead of Online Services
      • Estate Planning with Alzheimer’s
      • Estate Planning for Single Seniors
      • Estate Planning For a Young Family
      • Foundational Estate Planning Documents
        • Living Wills
        • Kids Protection Plan
        • Powers of Attorney
        • Irrevocable Trusts vs. Revocable Trusts
      • The Difference Between Executor, Trustee & Guardian
      • Naming a Guardian for Your Child
      • SECURE Act & Estate Planning
      • Virtual Estate Planning
    • Probate
    • Trust Administration
    • Elder Law
      • Elder Law Overview
      • Medicaid Planning
      • Care Planning Questions
      • Long Term Care Planning
      • Planning For Myself
      • Incapacity Planning
      • How To Assess the Situation with Your Senior Relative
      • Reasons to Hire a Certified Elder Law Attorney
      • Reasons to Hire a MassHealth Planning Attorney
    • Special Needs Planning
    • Estate Tax Planning
    • Charitable Planning
    • Business Succession Planning
      • Business Succession Planning Overview
      • CARES Act
    • Asset Protection
      • Asset Protection Overview
      • Preserving Your Assets with Trusts
  • About Us
    • About Us Overview
    • Our Process
    • COVID-19 Office Precautions
    • Daniel Surprenant, Esq., CELA
    • Michelle Beneski, Esq., CELA, LLM Taxation
    • Erin L. Nunes, Esq.
    • Robert Surprenant, Esq.
    • Support Staff
      • Ashley Algarvio
      • Jillian Valentin
      • Silvia Sales
      • Fiorella Vance
      • Melinda Santos
      • Christa Silvieus
      • Karen Leary
      • Penny Berryman
  • Events
    • View All Events
  • Resources
    • Resources Overview
    • Newsletter Subscription
    • Blog
    • FAQs
    • Video FAQs
    • Resources in the Community
    • Our Books
    • Guides
      • Guide to Handling the Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
  • New Clients
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant & Beneski, P.C.
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Contact Information
    • Cape Cod Location
    • New Bedford Location
    • Easton Location
    • Hyannis Location
    • Southeastern Massachusetts Location
    • Careers
×
  • Home
  • Practice Areas
    • Estate Planning
      • Estate Planning Overview
      • Advantages to Working with an Attorney Instead of Online Services
      • Estate Planning with Alzheimer’s
      • Estate Planning for Single Seniors
      • Estate Planning For a Young Family
      • Foundational Estate Planning Documents
        • Living Wills
        • Kids Protection Plan
        • Powers of Attorney
        • Irrevocable Trusts vs. Revocable Trusts
      • The Difference Between Executor, Trustee & Guardian
      • Naming a Guardian for Your Child
      • SECURE Act & Estate Planning
      • Virtual Estate Planning
    • Probate
    • Trust Administration
    • Elder Law
      • Elder Law Overview
      • Medicaid Planning
      • Care Planning Questions
      • Long Term Care Planning
      • Planning For Myself
      • Incapacity Planning
      • How To Assess the Situation with Your Senior Relative
      • Reasons to Hire a Certified Elder Law Attorney
      • Reasons to Hire a MassHealth Planning Attorney
    • Special Needs Planning
    • Estate Tax Planning
    • Charitable Planning
    • Business Succession Planning
      • Business Succession Planning Overview
      • CARES Act
    • Asset Protection
      • Asset Protection Overview
      • Preserving Your Assets with Trusts
  • About Us
    • About Us Overview
    • Our Process
    • COVID-19 Office Precautions
    • Daniel Surprenant, Esq., CELA
    • Michelle Beneski, Esq., CELA, LLM Taxation
    • Erin L. Nunes, Esq.
    • Robert Surprenant, Esq.
    • Support Staff
      • Ashley Algarvio
      • Jillian Valentin
      • Silvia Sales
      • Fiorella Vance
      • Melinda Santos
      • Christa Silvieus
      • Karen Leary
      • Penny Berryman
  • Events
    • View All Events
  • Resources
    • Resources Overview
    • Newsletter Subscription
    • Blog
    • FAQs
    • Video FAQs
    • Resources in the Community
    • Our Books
    • Guides
      • Guide to Handling the Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
  • New Clients
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant & Beneski, P.C.
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Contact Information
    • Cape Cod Location
    • New Bedford Location
    • Easton Location
    • Hyannis Location
    • Southeastern Massachusetts Location
    • Careers