On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is […]
Read MoreAt Surprenant, Beneski & Nunes, P.C. , we consider communication to be at the core of the client-attorney relationship. We are as intent on helping you understand the importance of […]
Read MorePlanning for the future means preparing for unexpected situations. A power of attorney (POA) is one of the most important estate planning documents you can have in place. It allows […]
Read MoreEstate planning involves making thoughtful decisions about who will carry out your wishes and protect your loved ones when you’re no longer there to do so. Whether it’s managing assets, […]
Read MoreCharitable giving can give you a warm glow. In addition to leaving bequests, often in the form of trusts, to carefully chosen organizations, agencies, and/or educational, religious, or cultural institutions, […]
Read MoreIf you own a business, an important part of estate planning is to write a business succession plan. Your business succession plan ensures that the business you worked hard to […]
Read MoreThe 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 […]
Read MoreElder 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 MoreThe 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 MoreRMDs 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 […]
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