Article Written by Sheryl Cox of Stifel, Nicolaus & Company, Inc., Plymouth MA
Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.
For tax-free eligibility, the Qualified Charitable Distribution (QCD) must be sent directly from the IRA payable...
The following checklist will help you prepare the necessary documentation and information to draft a will. Many people think they don't own anything of value, which usually is not true. Value comes in may forms other than cash or investment assets. This checklist will help you to take inventory of what...
Please join our team at Surprenant & Beneski as we work to support one of the most inspiring organizations we have the pleasure to partner with, the Alzheimer's Family Support Center. Based on Cape Cod, this non-profit provides invaluable support and services to individuals diagnosed with Alzheimer's or other dementia, as well...
At Surprenant & Beneski, we have always felt it is of the utmost importance to keep our clients and team members safe. Following the guidance provided by the Commonwealth of Massachusetts, we continue to provide service to our clients within our office buildings during the phased re-opening. To maintain the comfort and...
Nearly 7 million older adults live alone, according to a recent federal study. Half of all women over the age of 75 live by themselves. A large percentage of seniors who are living alone have no living siblings or children. Seniors who are alone without any family members to provide them...
When our elder law care team meets with clients, our clients often confuse the words “Medicare,” “Medicaid,” and “MassHealth.” Understanding the differences between government programs can be confusing. When it’s time for a loved one to receive medical care in a nursing home, many families are left wondering which government program...
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At some point, support from family and friends may not be enough for your spouse. When your spouse requires full-time health care, they may need to move into a Massachusetts nursing home. Many nursing homes offer full-time care that includes personal care, food, medical services, and housekeeping. Many nursing homes provide specialized...
Helping our children succeed in the world is one of the greatest joys as a parent. Sadly, when parents have multiple children, conflict can arise when a parent gives or loans money to only one child. Accounting for gifts and loans you’ve made to your children in your estate plan can...
Charles Proteus Steinmetz once said that “there are no foolish questions and no man becomes a fool until he has stopped asking questions.” We understand that Estate Planning can be a bit overwhelming and that you may not where to even begin. Start by asking yourself these questions. Then, call our office...
