There has been a deluge of information, and misinformation, on the CARES Act and what it means to people. The Coronavirus Aide, Relief and Economy Security Act (CARES Act), is a $2 trillion aid package was passed by Congress and signed by...

April 16th is National Healthcare Decisions Day
National Healthcare Decisions Day (NHDD) exists to inspire, educate and empower the public and providers about the importance of advance care planning. NHDD is April 16 and the key goal is to encourage people to express their wishes regarding healthcare and for providers and facilities...

Staying Safe While Staying Apart
COVID-19 continues to affect us all, but perhaps none more so than the seniors in our community. In addition to the fear of being most at-risk seniors are also facing difficulties with isolation and depression. Additionally, it is increasingly difficult for them to obtain essential personal and groceries items, and medications.

Important Covid-19 Updates Related to Medicare
As you know, seniors, especially those with underlying health conditions, are most at risk for serious illness resulting from exposure to COVID19. In response to this health care crisis caused by the pandemic, Medicare has stepped up to help those who need it most by waiving certain requirements for skilled nursing facility care. This is BIG. Generally,...
5 Critical Estate Planning Documents to Have in Place During a Crisis
In response to the calls that we have received lately, here is Attorney Erin Nunes to provide answers to the top concern we have heard...what documents are most important to have when a crisis arises!
https://www.youtube.com/watch?v=2v-Fe9v26Vw&feature=youtu.be
Why it is important to work with a Specialist for your Estate Planning Needs
Michelle Beneski, Managing Partner at Surprenant & Beneski, PC, CELA, LLM Taxation
As many of you know, my brother Dan, who is also my partner here at the firm, recently had a heart attack which was followed by a quadruple bypass. We were all greatly comforted knowing that he was in...

Helpful Tips for Estate Planning during Covid-19
The COVID-19 crisis has raised questions and concerns with regard to estate planning. Last week, we addressed Estate Planning Questions and Solutions in the Context of COVID-19. Given the current atmosphere, here are a few additional tips to consider:
1. Make sure your documents are current and reflect your wishes.
Conversations with Dan Surprenant
Dan interviews Financial Planner, Anthony Salerno of Ameriprise
https://www.youtube.com/watch?v=o7zDukSmdZo&feature=youtu.be
Estate Planning Questions and Solutions in the Context of COVID-19
There is plenty to be concerned about during the coronavirus (COVID-19) public health emergency, but one topic that individuals and families can think of as a practical outlet for their concerns is estate planning.
Consider the questions below. They are...

5 Critical Estate Planning Documents To Have In Place During The COVID-19 Outbreak To Protect Your Family, Money, and Property
Imagine a scenario where you suddenly find yourself sick in the hospital, incapacitated, and no longer able to pay your own bills, manage your assets, or even make your own medical decisions.
Even before all of this began, but especially since the outbreak of Coronavirus (COVID-19), this scenario is a...