5:30pm-7pm SECURE Act Seminar at the Wamsutta Club, New Bedford

Wamsutta Club 427 County Street, New Bedford, MA

The SECURE Act, effective January 1, 2020, is one of the most impactful law changes to retirement accounts in a generation. There is a lot to unpack here, but we want to assure you that while the SECURE Act changes retirement planning, specifically with how retirement accounts are taxed and affects required minimum distributions, it […]

Covid-19 Webinar: The Importance of Estate Planning When Facing a Crisis

  Register to attend this free webinar! Attorneys Dan Surprenant & Erin Nunes will share some of the most important aspects of Estate Planning during a crisis. In uncertain times like this, we need to plan for what can happen to our vulnerable seniors and young children who should be considered in the event of […]

A Special Screening of Lives Well Lived, a film by Sky Bergman

Online Event

https://vimeo.com/237917894 Our team at Surprenant & Beneski, PC are big fans of the Alzheimer's Family Support Center and ALL they do to support caregivers. As an elder law firm, we know how important the services and support that are provided by the AFSC team are to SO MANY.  In light of Covid-19, they are unable […]

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Sign up for this FREE webinar today!

  If you’re quickly approaching retirement or recently retired and are concerned about maintaining your lifestyle as you age this free webinar is for you! Gain peace of mind, and let your team of experts walk you through the steps to protect your family and income. Topics include: How to prepare for a financial crisis […]

Sign up for this FREE webinar today!

          Join us to learn how the SECURE Act impacts your retirement and estate plans. Find out what you should do now to make sure your plans work the way you intend them to.   Date: Thursday, October 1st Time: Two sessions 11am-12pm and 6:30pm to 7:30 pm You can’t afford to […]

Webinar for professionals – new Medicaid Planning strategy

  Introducing using In-Marriage QDRO to help spouse at home while other spouse moves to Skilled Nursing Facility. Typically associated with divorce litigation, we have had success in using this strategy to allow a couple to keep more income when one spouse needs Medicaid to pay for long term care. We’re inviting professionals who work […]

Estate Planning 101 – Wamsutta Club, New Bedford 1:30pm-3pm

Wamsutta Club 427 County Street, New Bedford, MA

At this FREE educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term […]

Free

Estate Planning 101 – Wamsutta Club, New Bedford 5:30pm-7pm

Wamsutta Club 427 County Street, New Bedford, MA

At this FREE educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term […]

Free

Estate Planning 101 Presented by Attorney Erin Nunes – 5:30pm at Wamsutta Club, New Bedford

Wamsutta Club 427 County Street, New Bedford, MA

At this FREE educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf. Strategic solutions to protect your earnings and assets from long-term […]