Do Annuities in 401(k)s Work for Retirement Income?
The role of annuities in retirement planning is one aspect of the Secure Act that was passed by the House in May and is still awaiting a vote in the […]
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Reasons to Hire a Certified Elder Law Attorney
Elder Law is a broad practice area that addresses the needs and concerns of senior citizens. While any lawyer can call themselves an elder law attorney, only those with the […]
Read MoreOur Books
The Surprenant and Beneski team wants to share our work with you. Estate Planning Strategies Our managing partners Daniel Surprenant, Esq., CELA and Michelle Beneski, Esq., CELA, LLM Taxation, just […]
Read MoreLearn about RMDs before You Begin Withdrawals
RMDs are legally required and it is best to study up on them, because taxes can be 50%. Required minimum distributions are not always a common name to retirees but […]
Read MoreThere are Many Reasons to Have a Will
Prince did not leave a will and many, many relatives showed up to stake a claim. Not having a will can create some difficult situations for your loved ones and […]
Read MoreGraduation Over? Time to Consider Legal Documents
You can no longer make medical or financial decisions for your children without proper paperwork. It is wonderful to bring up the children, make sure they are educated and see […]
Read MoreThinking Retirement? Start with a Will
Sometimes even having a will is not enough. Most people do not want their finances released to the public. However, if they are not careful with their estate plan, their […]
Read MoreResources for Professional Advisors
Financial professionals and advisors are always welcome to join our think tank. At Surprenant, Beneski & Nunes, P.C. , we work closely with other professional advisors, including Certified Financial Planner™ […]
Read MoreErin L. Nunes, Esq.
Erin L. Nunes is a reliable, empathetic, and knowledgeable advocate for her clients. Navigating tax minimization and the path of long-term care for loved ones is complex and often filled […]
Read MoreAbout Us
At Surprenant, Beneski & Nunes, P.C. , we are dedicated to working together to benefit each and every client who comes to us for help with their estate planning and […]
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