Parents often have questions about what happens in many situations that involve a child’s spouse. What happens if my daughter dies before me, does her share go to her husband? What happens if my daughter gets divorced, can her husband take her inheritance? Truthfully, we really don’t like our son-in-law. We are...
Estate Planning Blog – Surprenant, Beneski & Nunes
United Way Pop Up Mobile Markets with Sid Wainer & Son
United Way of Greater New Bedford and Sid Wainer & Son are partnering to distribute free, fresh food boxes to families through a program with the USDA. Below are the upcoming distribution dates:
June 1st
Freetown Elementary School
43 Bullock Road,...
Forbes Article: 4 Estate Planning Myths That Refuse To Die
Ron Carson, Contributor, Personal Finance
Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” I’ve also met with...
Join Our Team as a Client Support Specialist at our New Bedford office!
Role and Responsibilities
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This job description is only a summary of the typical position functions and responsibilities. The responsibilities, tasks, and duties of the position holder might differ from those outlined in this job description. Other duties may be assigned.
General...
AARP Article: 9 Money Moves to Keep Your Retirement Afloat During the Pandemic Financial Storm
It's time to batten down the hatches to protect your money
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by Karen Cheney, AARP
En español | You don't need a Ph.D. to know the economy has hit some seriously stormy conditions. You've watched the value of your nest egg bounce wildly, and you've...
Above the Law Article: Nesting During COVID-19: Clean Your Closets And Do Your Estate Planning
Write and execute your last wills and testaments, powers of attorney, and health care proxies.
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By CORI A. ROBINSON
COVID-19 and the resulting social distancing and self-quarantining have caused health, child, and financial issues prompting palpable anxiety, fear, and concern. It has also brought nuclear families...
AARP Article: Reimagining the Nursing Home Industry After the Coronavirus
Experts hope the pandemic will inspire change
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by Joe Eaton, AARP, June 8, 2020
As COVID-19 ravages the U.S., many of the nation's 15,600 nursing homes are among the most dangerous places to be.
In the early months of the pandemic,...
Forbes Article: An Estate Plan For Every Stage Of Life
Rianka DorsainvilContributorPersonal Finance
There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can...
AARP Article: The New Normal: What Comes After COVID-19?
Experts predict how the pandemic will change our lives
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by David Hochman, AARP, June 8, 2020
Sanitizers are here to stayAmericans will be increasingly fixated on washing away deadly germs. If sneezing into your elbow took some adjustment, brace for what's...
A New Strategy to Help if One Spouse Needs Long Term Care
Written by Attorney Daniel M. Surprenant, Esq., CELA
Good News! Our office has recently, successfully, implemented a strategy to help a family keep more income while one of the spouses needed long term care paid for by Medicaid (a.k.a. MassHealth)! We thought we’d take a moment to write about...