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...
How to Include Charitable Giving Into Your Estate Plan
Making a charitable contribution is relatively easy. You can give cash, transfer stock options, or write a check to the charity of your choice. Giving to charities and receiving a tax deduction in return is a process that many Americans take part in every year. At Surprenant & Beneski, PC, our legal...
Coronavirus Legal Advice: Get Your Business and Estate in Order Now
Estate planning attorneys are getting mobbed with questions. So, here is some timely advice from three attorneys on what families and business owners should be doing to prepare in case the unimaginable happens.
Continue reading…
By H. DENNIS BEAVER, ESQ. | Author of "You and...
Is your estate plan prepared for COVID-19?
There has been so much news lately about preparing for the potential spread of the COVID-19 virus. Most of those reports talk about avoiding large gatherings, what will happen if schools close, buying supplies etc. One item I haven’t seen discussed is...
My Heart Attack and Bypass Surgery
Attorney Dan Surprenant
Continue reading…
For those of you who have not heard, on January 5th, 2020 I suffered a heart attack which landed me in Charlton Memorial Hospital. On January 8th, as my blockage was too severe to handle with stents, I underwent quadruple bypass surgery. I’m...
How to Choose a Personal Representative in Massachusetts
Choosing your personal representative or executor in Massachusetts is extremely important. A personal representative is a person you name in your will who will become responsible for managing your estate after your death. They will protect your property and manage your property after you’re gone. The purpose of taking the time to...
SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE...