Legal Planning for Individuals with Memory Loss
Creating a plan for your future in the early stages of the disease to ensure your wishes are met can be empowering. The sooner legal plans are established, the better […]
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Case Study: Financial Gifts to Children
The state won’t let you just give away your money or your property to qualify for Medicaid. After her 73-year-old husband, Harold, suffers a paralyzing stroke, Mildred and her daughter, Joan, […]
Read MoreThe Ameripise Experience
What you can expect when you work with Ameriprise At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial […]
Read MoreDon’t Be Fearful of Probate — Avoid It
Many of our clients, particularly those with substantial estates, are fearful of probate. They have learned that this process, during which the will of a deceased person is legally validated, […]
Read MoreWhy Are Seniors So Often Victimized By Scam Artists?
Unfortunately, the older we get, the more likely we are to be targeted by cruel financial scams. This is basically because criminal predators go after the most vulnerable, those more […]
Read MoreGive the Gift of a Gift Trust
During holiday time, many people feel more generous than usual. This is not surprising since religious teachings of this period emphasize the importance of helping others, and many stories of […]
Read MoreHow Can I Create a Charitable Foundation in Massachusetts?
Like many, you may make generous charitable contributions each year. But what if you want to establish a charitable foundation? Though it may seem to be a complicated undertaking, it […]
Read MoreAt Surprenant & Beneski, PC, Family is Their Business
Article as it appeared in CapeCod.com Daniel Surprenant and his sister, Michelle Beneski, never imagined their separate paths in law would eventually lead to them working together in the family […]
Read MoreThe entire team at Surprenant, Beneski & Nunes were great!
The entire team at Surprenant, Beneski & Nunes were great! We presented them with a case we desperately needed guidance with. Given the amount of stress on us, due to […]
Read More4 Mistakes to Avoid When Designating a Beneficiary
When you open up a 401(k) or IRA account, you will be asked to designate the beneficiaries of your account. The beneficiaries you choose will receive the assets in the […]
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