Estate Planning Blog – Surprenant, Beneski & Nunes

Bankrate Article: 401(k) rollover options: Here’s what to do if you lose or change your job

llions of Americans will need to decide what to do with their 401(k), as workers face a coronavirus-driven recession in which top economists expect a long-lasting double-digit unemployment rate to persist. If you’re suddenly unemployed, worrying about your distant financial future may seem unimportant when you have immediate pressing needs now. Still, the...

Continue reading…
Grandmother and grandfather holding their grandson.

The Benefit of Whole Family Estate Planning

Sometimes, the term “estate planning” can bring up ideas of cold, hard numbers. The idea of estate planning might seem like something reserved for people with large estates, or significant financial resources. In reality, estate planning is an important task for all Massachusetts residents. People of all income levels and all...

Continue reading…
Father helping his daughter put on mask during COVID-19 pandemic.

How to Protect Your Children During the COVID-19 Pandemic

While states, including Massachusetts, have been slowly re-opening, coronavirus (COVID-19) is still a serious problem. Policymakers and scientists are still unsure whether we will see a spike in COVID-19 cases, or a second wave, as more states begin loosening restrictions on stay-at-home orders. This pandemic has spurred many Massachusetts parents to consider...

Continue reading…