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Home » Elder Law » Page 9

AgingCare Article: How to Handle Social Security Benefits When a Senior Dies

Posted on November 18, 2020

One aspect of managing a loved one’s final affairs that most people aren’t familiar with is how to handle their last Social Security retirement benefits check. Surviving family members often incorrectly assume that the estate is entitled to keep the beneficiary’s final payment or that it can be spent on things like...

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MarketWatch Article: How to talk about estate planning with your family this holiday season without starting a fight

Posted on November 16, 2020

By: Nora Garvey

Taking the emotions out of death and finances

As families gather for the holidays, talking about long-term financial security and trusts may not be top of mind. Death and finances are often two of the most uncomfortable topics for families to talk...

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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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ElderLawAnswers Article: The Coronavirus Pandemic Presents Ample Reasons to Reevaluate Your Estate Plan

Posted on November 11, 2020

The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances posed by the pandemic offer ample reason to reevaluate your estate plan -- or create one if you haven't already.

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Kiplinger Article: A Guide to the Softer Side of Estate Planning

Posted on November 10, 2020
Once you've written your will, pat yourself on the back. Then get back to work to spell out your wishes on what could be far more important than how your assets are divided. Your family's harmony could be a stake. Written by: Casey Robinson, CFP
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NerdWallet Article: Estate Planning: A 7-Step Checklist of the Basics

Posted on October 27, 2020
Here's what estate planning is and 7 things you can do to get started. Written By: Kay Bell

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...

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10 Estate Planning Problems That Could Cost You a Fortune

Posted on October 26, 2020

As Certified Elder Law Attorneys by the National Elder Law Foundation, we see a lot of mistakes that people have made before they come to see us.  Most are correctable.  Some are not.  Here are some areas in which you could save your family some anguish and money.  

Problem...

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The Right Time to Talk to an Estate Lawyer is Now

Posted on October 15, 2020
Article as it appeared in CapeCod.com

“Life happens.” It’s such a common saying because it’s true – life does happen. Children are born, people marry, many go off to college, some couples divorce, some come into money or property, others have a health issue occur and so on....

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Forbes Article: The Problems With Do-It-Yourself Online Wills

Posted on October 13, 2020
Written By Marguerite C. Lorenz

As a professional trustee and executor, I have seen hundreds of estate-planning documents, including some from do-it-yourself online services. I appreciate that using a DIY site to draft a will can save money and time. But I’m also concerned that sometimes doing it this way...

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Will a Simple Last Will and Testament meet your needs?

Posted on October 13, 2020
By Attorney Daniel M. Surprenant, Esq., CELA

Many people think that all they need is a simple Last Will and Testament (Will). They also think that a Will directs all of their assets and...

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  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration / Probate
  • About Us
    • About Us Overview
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • Resources Overview
    • Estate Planning Blog
    • Estate Planning Articles
    • Guides
      • Guide To Handling Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
      • Talking To Your Parents About Estate Planning
      • Step-By-Step Guide to the Estate Planning Process
      • The Probate Process
      • Surprenant, Beneski & Nunes Is Well-Prepared to Help You Plan Your Future
      • Estate Planning Checklist for Gen-Xers
    • Glossary
    • Ask The Attorney
    • Newsletters Archive
    • Newsletter Subscription
    • Video FAQs
    • Resources in the Community
    • Our Books
    • FAQs
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant, Beneski & Nunes, 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
×
  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration / Probate
  • About Us
    • About Us Overview
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • Resources Overview
    • Estate Planning Blog
    • Estate Planning Articles
    • Guides
      • Guide To Handling Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
      • Talking To Your Parents About Estate Planning
      • Step-By-Step Guide to the Estate Planning Process
      • The Probate Process
      • Surprenant, Beneski & Nunes Is Well-Prepared to Help You Plan Your Future
      • Estate Planning Checklist for Gen-Xers
    • Glossary
    • Ask The Attorney
    • Newsletters Archive
    • Newsletter Subscription
    • Video FAQs
    • Resources in the Community
    • Our Books
    • FAQs
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant, Beneski & Nunes, 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