During the Covid-19 crisis, family members are not allowed to accompany their sick loved ones into hospitals. This is true whether they are being treated for Covid-19 symptoms or not. Your loved one may need to seek medical care for other issues and you will not be able to go with them....
Tag: New Bedford
5 Critical Estate Planning Documents to Have in Place During a Crisis
In response to the calls that we have received lately, here is Attorney Erin Nunes to provide answers to the top concern we have heard...what documents are most important to have when a crisis arises!
https://www.youtube.com/watch?v=2v-Fe9v26Vw&feature=youtu.be
Why it is important to work with a Specialist for your Estate Planning Needs
Michelle Beneski, Managing Partner at Surprenant & Beneski, PC, CELA, LLM Taxation
As many of you know, my brother Dan, who is also my partner here at the firm, recently had a heart attack which was followed by a quadruple bypass. We were all greatly comforted knowing that he was in...
Helpful Tips for Estate Planning during Covid-19
The COVID-19 crisis has raised questions and concerns with regard to estate planning. Last week, we addressed Estate Planning Questions and Solutions in the Context of COVID-19. Given the current atmosphere, here are a few additional tips to consider:
1. Make sure your documents are current and reflect your wishes.
Conversations with Dan Surprenant
Dan interviews Financial Planner, Anthony Salerno of Ameriprise
https://www.youtube.com/watch?v=o7zDukSmdZo&feature=youtu.be
Estate Planning Questions and Solutions in the Context of COVID-19
There is plenty to be concerned about during the coronavirus (COVID-19) public health emergency, but one topic that individuals and families can think of as a practical outlet for their concerns is estate planning.
Consider the questions below. They are...
SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
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 the most impactful legislation affecting retirement accounts in decades. The SECURE...
How to Talk with Aging Parents About Estate Planning
During a recent webinar, one of the questions we were asked was about how to address the topic of estate planning with your aging parents. It can be a tough topic to bring up as it can be emotional. After all,...