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February 2020

Free Educational WEBINAR to learn how the SECURE Act impacts Retirement & Estate Planning

February 26, 2020 @ 11:00 am - 12:00 pm

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 is not all bad. And there are still ways to protect everything you own and love. The biggest talking point is that the SECURE Act…

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Estate Planning 101 – Rosebrook Event Center, Wareham

February 27, 2020 @ 5:30 pm - 7:00 pm
Rosebrook Event Center, 50 Rosebrook Pl
Wareham, MA United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! At the 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 care costs Clarity in the…

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March 2020

Preparing to Pay for Assisted Living at Rachel’s Lakeside, Westport

March 5, 2020 @ 5:30 pm - 7:00 pm
Rachel’s Lakeside, 950 State Road
Dartmouth, MA 02747
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Please Join Us…FOR A FREE EDUCATIONAL DINNER SEMINAR “PREPARING TO PAY FOR ASSISTED LIVING” Learn important information for your loved ones and/or yourself! Presented by: All American, Wareham • Coastal Financial • Surprenant & Beneski Come learn from the experts! Topics we will cover include: Difference between Assisted Living & Skilled Nursing Who can benefit from Assisted Living and how National / Regional trends in long-term care costs Payment options for long-term care (including long-term care insurance) Why it’s important…

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1pm-2:30pm SECURE Act Seminar at the Wamsutta Club, New Bedford

March 12, 2020 @ 1:00 pm - 2:30 pm
Wamsutta Club, 427 County Street
New Bedford, MA 02740 United States
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  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 is not all bad. And there are still ways to protect everything you own and love. The biggest talking point is that the SECURE…

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

March 12, 2020 @ 5:30 pm - 7:00 pm
Wamsutta Club, 427 County Street
New Bedford, MA 02740 United States
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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 is not all bad. And there are still ways to protect everything you own and love. The biggest talking point is that the SECURE Act…

Find out more »

April 2020

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

April 23, 2020 @ 1:30 pm - 2:30 pm

  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 crisis. Dan and Erin will talk about what should be prepared in order to protect them. They will also share why it is important…

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May 2020

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

May 26, 2020 @ 2:30 pm - May 27, 2020 @ 2:30 pm
Online Event
Donation

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 to run their many fundraising events in the same fashion as usual. They need our support to raise the funds necessary to keep their critical…

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September 2020

Sign up for this FREE webinar today!

September 16, 2020

  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 such as loss of job or serious illness The importance of having an updated will, advance medical directive and financial power of attorney. Why it…

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October 2020

Sign up for this FREE webinar today!

October 1, 2020

          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 miss this complimentary webinar. Sign up now!

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Webinar for professionals – new Medicaid Planning strategy

October 6, 2020 @ 1:30 pm - 2:30 pm

  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 with families that may face this situation so we can share how this strategy may be another option you can share with them. Our team…

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