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January 2020

Get Your Ducks in a Row – Wamsutta Club

January 15 @ 5:30 pm - 7:00 pm
Wamsutta Club, 427 County Street
New Bedford, MA 02740 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…

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Get Your Ducks in a Row – Raynham Courtyard Mariott

January 21 @ 5:30 pm - 7:00 pm
Raynham Courtyard Marriott, 37 Paramount Dr
Raynham, MA 02767 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…

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February 2020

Estate Planning 101 – Hyannis DoubleTree

February 6 @ 5:30 pm - 7:00 pm
Hyannis Double Tree, 287 Iyannough Rd
Hyannis, MA 02601 United States
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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 care costs Clarity in the difference of Medicaid eligibility requirements and tax rules as it applies to the dreaded “look back” period Understand the difference…

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

February 26 @ 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 @ 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 @ 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 @ 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 @ 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…

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April 2020

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

April 23 @ 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 @ 2:30 pm - May 27 @ 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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