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Home » Estate Planning » Page 48

Have You Considered an Exit Plan?

Posted on January 29, 2019

You can eliminate stress and expense, as well as save your loved ones a lot of trouble.

If you don’t make some decisions on what you would like to happen with your assets when you are gone, it is...

Continue reading…

When Should a Special Needs Trust Be Updated? by Attorney Daniel M. Surprenant

Posted on January 28, 2019

Special needs trusts (SNTs) are financial instruments designed to enhance quality of life for individuals with disabilities by supplementing the government benefits available to them. Assets held in SNTs aren’t counted when determining an individual’s eligibility for means-tested public programs such as...

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Age Gap Can Create Estate Planning Challenge

Posted on January 25, 2019

Open and honest communication can be the key to a good estate plan.

Most married couples have a small age difference.  However, for those who don’t, it is possible that there can be complications, according to the Reno Gazette Journal in “Retirement...

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Even Millennials Need to Plan for Retirement

Posted on January 24, 2019

Your family will most likely face some tough times, if you don’t make a plan.

It doesn’t matter which generation you belong to, when it comes to estate planning. If you pass away without an estate plan, it is...

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A Trust Can Reduce Risks to Your Estate

Posted on January 23, 2019

So, which trusts will work for you?

There are many ways to use various trusts within an estate plan and it most likely will be beneficial to learn which ones will help achieve your goals, according to The Daily Sentinel in 

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Review Your Estate Planning Documents

Posted on January 22, 2019

If the topic of medical directives has not come up within the family and there has been no discussion, then do it now.

Medical directives and other estate planning documents need to be kept up to date as the...

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IRS Increases Annual 401(k) Contributions

Posted on January 21, 2019

If you are fortunate enough to have an employer match, the end results are even better.

The IRS has raised the contribution limit for a 401(k) plan by $500 next year and it can make a difference over the...

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Don’t Skip These Estate Planning Documents

Posted on January 18, 2019

Everyone dies but what documents do you need in your lifetime?

When it comes to estate planning, people often focus on what is needed when you pass away. However, there are some key documents you don’t want to go...

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Preparing to Care for Your Parents Can Be Difficult

Posted on January 17, 2019

Life starts out with your parents taking care of you but often that scenario changes and you end up caring for your parents. Sometimes preparing for that situation is easy but not always, according to Connecticut Magazine in “Senior Caregiving 101.”

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Planning Retirement? Consider All Your Options

Posted on January 16, 2019

Thinking of traveling after years of work? Plan for it and save for it.

When it comes to planning for your retirement, consider the possibilities that await you. However, you should also consider the fact you will most likely...

Continue reading…

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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