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Home » Wills and Trusts » Page 5

Kiplinger Article:5 Unfortunate Estate Planning Myths You Probably Believe

Posted on September 22, 2020
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

by: Christopher D. Wright, JD, CPA

Estate planning should be a fairly straightforward exercise in...

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AARP Article: Making a Will in the COVID-19 Era

Posted on September 15, 2020
Before you consider the DIY route, know all the facts

by Amanda Singleton

The coronavirus pandemic has many people deeply concerned about their health and wondering what will happen to their loved ones if they contract the virus. For so many, the eventuality of death seems...

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Woman virtually estate planning

Notarizing and Witnessing Legal Documents During the Coronavirus Pandemic

Posted on September 9, 2020

Most Americans do not have a Last Will & Testament or any type of estate planning document in place. The coronavirus pandemic has inspired many Southeastern Massachusetts residents to get their estate planning affairs in order. Whether you are finalizing your will, trust, health care proxy, advance health care directive,...

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Four Reasons Estate Planning Is So Important

Posted on August 17, 2020

It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inherit their assets after they're gone. Sure, estate planning isn’t as fun to think about as booking a trip or checking out restaurant reviews....

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Aging Care Article: How to Find Out If a Loved One Had a Will

Posted on July 31, 2020

Upon the death of a family member or friend, there are many details to see to in a short time. The emotions surrounding the loss make level-headed decisions difficult, and, once the funeral is over, there are many financial and legal tasks that must be dealt with. A letter of instruction can...

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ElderLaw Answers: Is It Legal for My Mother to Name Her Financial Advisor as a Beneficiary in Her Will?

Posted on July 31, 2020

Q: My mother named her financial adviser and his children as beneficiaries in her will. Is it legal for her attorney to allow this?

A: It is legal, but it raises red flags. In the United States, you can do whatever you want with your money: give it to...

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Man Signing his will

4 Mistakes to Avoid When Designating a Beneficiary

Posted on July 31, 2020

When you open up a 401(k) or IRA account, you will be asked to designate the beneficiaries of your account. The beneficiaries you choose will receive the assets in the account upon your death. Many people choose their spouses or children as the beneficiaries of their 401(k) or IRA accounts. Most of...

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document reading last will and testament with pocketwatch

Kiplinger Article: Top 10 Estate Planning Tips in a Time of Coronavirus

Posted on July 22, 2020

The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some tips to help you along the way.

By Sam Nuxoll,

It has arrived: the unexpected, potentially life-threatening circumstance you had in mind when...

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Caring.Com Article: More Than Half Of U.S. Adults Don’t Have A Will, New Survey Reveals

Posted on July 22, 2020

By: Caring.Com, Contributor

Let’s face it—end-of-life planning isn’t fun. The topic can seem morose, depressing -- maybe even a little scary. But it’s also a critical aspect of managing your assets and protecting your family, which is why it’s surprising that nearly 6 out of...

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People Magazine Article: ‘Panicked’ Teachers Prep Wills, Goodbye Letters Before Their Schools Reopen

Posted on July 21, 2020

By Hilary Shenfeld 

"It is unconscionable that educators and parents are being asked to plan for end-of-life decisions because our country has no plan for reopening schools and institutions of higher education safely," says NEA president Lily Eskelsen García.

Many school districts have announced they won't hold...

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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
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  • 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