Why 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 […]
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Give 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 […]
Read MoreHow Does the CARES Act Impact RMDs in 2020?
Federal law requires individuals to take a required minimum distribution, or RMD, from their qualified retirement plans. The policy goal behind requiring people to take a certain amount of money […]
Read MoreShould You Give Your House to Your Children to Protect it from Medicaid?
After a lifetime of hard work, many seniors are disappointed to learn that they can’t afford the nursing home care that they need. The average cost of nursing home care […]
Read MoreA 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 […]
Read MoreQualified Charitable Distributions From IRAs
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. […]
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