SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Presented by: Erin L. Nunes Esq., Partner and Brendan Gallagher CFP©, CRC© from Pinnacle Investments Why it is important to coordinate an estate […]
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Deciding how to pass your home to your beneficiary is a significant and personal decision. You can either transfer ownership while you’re still alive or leave it to them in […]
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SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Erin is a committed advocate for the aging population. As an attorney at Surprenant & Beneski, P.C., she exhibit a passion for helping […]
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SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Protect your loved ones. Learn how to avoid probate, minimize taxes, and ensure your wishes are followed. Answers to your questions. Discover the […]
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Creating a Last Will and Testament is a crucial step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. This process allows you […]
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Considering the undeniable fact of our mortality, it is surprising how many people delay or overlook the importance of estate planning, including the drafting of wills and trusts. At Surprenant […]
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Even if you have the purest intentions of providing for your loved ones when you pass and foresee a smooth transfer of assets, you should be aware that one disgruntled […]
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While most people understand that they will need a Last Will and Testament, a recent Gallup poll shows that 46 percent of American adults do not have a will. If […]
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Now that nearly everyone is using the internet, it may look as though creating a will is an easy do-it-yourself project. Think again. There are multiple reasons that you need […]
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It seems like a nice problem to have — how should I handle all that extra money? Even so, a large inheritance or another type of windfall can make for […]
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