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Home » Estate Planning » Page 49

What Do You Really Know about Social Security Benefits?

Posted on January 31, 2019

It is your future and your money. Learn everything you can about the program.

Social Security is an entitlement and you have worked long and hard for it. It would be best to take the time to investigate what...

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Only One of You Involved in the Finances?

Posted on January 30, 2019

There are ways to make both members of the couple knowledgeable about finances.

There can be a high cost to the surviving member of a couple, if the member who passed away was the person who handled all of...

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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...

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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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  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration / Probate
  • About Us
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • 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
    • Newsletter Subscription
    • Community Resources
      • New Bedford, MA
      • Easton, MA
      • Hyannis, MA
    • Our Books
    • FAQs
      • Video 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
    • Locations
      • Cape Cod
      • Easton
      • Hyannis
      • New Bedford
      • Plymouth
      • Southeastern Massachusetts
    • Careers
×
  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration / Probate
  • About Us
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • 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
    • Newsletter Subscription
    • Community Resources
      • New Bedford, MA
      • Easton, MA
      • Hyannis, MA
    • Our Books
    • FAQs
      • Video 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
    • Locations
      • Cape Cod
      • Easton
      • Hyannis
      • New Bedford
      • Plymouth
      • Southeastern Massachusetts
    • Careers