Few things in life cause more dread than tax time. It’s a lot of work to gather all the paperwork and financials that you will need. There’s also the fear of getting audited or forgetting to include something that could have resulted in a bigger refund. This is why so many people...
Attorneys Rebecca S. Spinner and Wendy W. Weston Join Surprenant & Beneski, P.C.
Bedford, MA (Law Firm Newswire) January 25, 2022 – We are pleased to announce that Rebecca S. Spinner and Wendy W. Weston have joined Surprenant & Beneski, P.C. as associate attorneys.
Rebecca S. Spinner is committed to our clients and the communities we serve. Rebecca earned her...
CNBC Article: Estate planning for LGBTQ+ families is crucial. Here’s what you need to do
By Michelle Fox
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Everyone should have an estate plan. For LGBTQ+ families, it may be even more critical.
Members of the LGBTQ+ community are less likely to be married or they may have children where only one partner is the biological parent, said Gina Nelson,...
ElderLaw Answers Article: Medicaid Recipients Have a Little More Time to Spend Down Their Stimulus Money
The one-year deadline for nursing home residents on Medicaid to spend down their first round of stimulus checks is here, but they may have a little extra time.
In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act authorized $1,200 stimulus checks to most Americans, including Medicaid...
One Year Later: Covid-19, Estate Planning and You
Attorney Michelle D. Beneski
By Attorney Michelle D. Beneski, Esq., CELA, LLM Taxation
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Living through the last year with Covid-19, everyone has emerged with their own takeaways. In our field of estate planning &...
Benefits of a Virtual Estate Planning Consultation
As awful as the coronavirus pandemic is, we should all be grateful that it has hit at a time in history when we have the technology to help us cope. First and foremost, medical science has advanced to the point that vaccines to protect us from catastrophe have been developed at an...
CNBC Article: Former Zappos CEO Tony Hsieh died without a will, reports say. Here’s why you should plan for your own death
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.
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NY Times Article: With Adult Children Home, Now’s the Time: Talk About Your Money
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...
Forbes Article: Estate Planning In Deflationary Times
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...
Forbes Article: The Three Reasons People Avoid Estate Planning
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...