Living through the last year with Covid-19, everyone has emerged with their own takeaways. In our field of estate planning &...
One of the greatest gifts you can provide for your loved ones is careful planning and organization of your estate documents in preparation for your passing. During a time of grief, it can be incredibly stressful for your personal representative (also known as executor) to identify and locate...
A New York appeals court case illustrates why it is very important to have properly drafted and properly implemented care contract when an elder is paying a family member for services. The Court ruled that a Medicaid applicant who transferred money to his daughter and son-in-law under a personal service agreement made...
The Covid-19 recession, like all recessions, threatens the wealth and retirement security of millions of workers. Job loss prompts people to stop saving, raid their nest eggs or go into debt by falling behind on their rent and mortgage payments. Most workers nearing retirement had
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations.
Long-term care can be very expensive, especially around-the-clock nursing home care. Most people end...
by Amanda Singleton, AARP
My mother kept a little black book. Not the fun kind filled with suitors’ phone numbers; rather, a binder that contained her accounts, passwords and ongoing bills. When an out-of-the-blue...
Many of our clients, particularly those with substantial estates, are fearful of probate. They have learned that this process, during which the will of a deceased person is legally validated, can be expensive and time-consuming. When they contact us and begin working with our knowledgeable, highly competent estate planning attorneys,...
At Surprenant & Beneski, P.C., we are well aware that working with estate planners is the way to protect your family from the logistical, legal, and financial problems that may beset them when you die, especially if you die suddenly and unexpectedly.
While nobody likes to think about...
Even if there are two wage earners contributing to your family’s income, for most families the thought of how to fund their child’s higher education is daunting. If you have several children whose education you’re planning to finance, the prospect can be downright terrifying.
As with most worries about...
Many clients fail to plan because they are under the assumption that estate planning is only for the wealthy. If you have any assets or any children, you have a need to plan. Estate planning is used to protect individuals and their loved ones of all ages and at all stages of life....
