Events Search and Views Navigation
September 2019
Regional Networking Mixer for Professionals
Professionals - Join us on Thursday, September 19th 4:30 – 7:00 Regional Networking Mixer at Rosebrook Event Center, Wareham Sponsored by Vibra Hospital of Southeastern Massachustts and Surprenant & Beneski Estate Planning Space is limited. Register Now! There are so many wonderful networking groups supporting healthcare, the aging and special needs population throughout Southeastern MA and Cape Cod. We’re hosting this event so we can get those groups together for a mix and mingle! Invite team members to join, too!…
Find out more »Trust Planning – Atria Woodbriar, Falmouth
Trust Planning - Atria Woodbriar, Falmouth. As part of a well-crafted estate plan, a trust can address many issues, depending on the trust language. If you are contemplating how to ensure the preservation and protection of your assets, please join us at this FREE educational event! You will learn about two types of trusts: revocable and irrevocable and more detail about how trusts can be used to achieve the following goals: Reduce taxes Protect minor children Protect your adult children's…
Find out more »October 2019
Get Your Ducks in a Row – Harbor Health Services, Brockton
Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) Strategic solutions for long-term care planning to avoid having your life savings lost Clarity in the difference of Medicaid regulations and tax rules as it…
Find out more »November 2019
Get Your Ducks in a Row – Residence Inn, Bridgewater
Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) Strategic solutions for long-term care planning to avoid having your life savings lost Clarity in the difference of Medicaid regulations and tax rules as it…
Find out more »Get Your Ducks in a Row – Double Tree, Hyannis
Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) Strategic solutions for long-term care planning to avoid having your life savings lost Clarity in the difference of Medicaid regulations and tax rules as it…
Find out more »December 2019
Preparing to Pay for Assisted Living: Rachel’s Lakeside, Dartmouth
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…
Find out more »Get Your Ducks in a Row – Wamsutta Club, New Bedford
Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) Strategic solutions for long-term care planning to avoid having your life savings lost Clarity in the difference of Medicaid regulations and tax rules as it…
Find out more »January 2020
Get Your Ducks in a Row – Wamsutta Club
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…
Find out more »Get Your Ducks in a Row – Raynham Courtyard Mariott
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…
Find out more »February 2020
Estate Planning 101 – Hyannis DoubleTree
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…
Find out more »