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Karen Leary
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There can be a future, but plans must be made. A diagnosis of early stages of Alzheimer’s does not mean the immediate end. However, it does mean that plans have to be made quickly, as explained in The New York Times article “Leading an Active Life with a Diagnosis of... Continue reading
Posted yesterday at Surprenant & Beneski
Life can get in the way of you meeting your goals. However, embracing some tactics can be helpful. Making resolutions to accomplish certain goals is never an easy task and New Year’s resolutions are no different. Financial goals are often on the list of resolutions and there are some secrets... Continue reading
Posted 2 days ago at Surprenant & Beneski
You may want access to some of your estate planning documents while traveling. Documents created in an estate plan such as a living will, durable power of attorney and others all need to be kept in a safe place. However, it might also be a good idea to have them... Continue reading
Posted 5 days ago at Surprenant & Beneski
Some issues are not easy to approach for discussion. However, they are necessary. With holidays upon us, it is perhaps a good time to have a conversation with your parents about long-term care and other aging issues, according to News3LV in “Tough talks over turkey: Is it time to have... Continue reading
Posted 6 days ago at Surprenant & Beneski
Relying on a decades-old inheritance law, the state’s highest has court ruled that spouses are entitled to one-third of their deceased spouse’s estate — when they are not mentioned in the spouse’s will. The Supreme Judicial Court ruled unanimously on Monday for the... Continue reading
Posted 7 days ago at Surprenant & Beneski
Strong finances and a full social life can often be the keys to success. There can be happy retirements and there can be challenging and perhaps even unhappy retirements. However, the state of those years is often created long before retirement age arrives, according to U.S. News & World Report... Continue reading
Posted Jan 8, 2019 at Surprenant & Beneski
Many retirement strategies are often presented in Hollywood. Even though it is an unlikely source of planning for retirement, the movie industry often leads to the thought process about the later years of life, according to USA Today in “Hollywood can inspire you to save more in your 401(k) for... Continue reading
Posted Jan 7, 2019 at Surprenant & Beneski
An estate planning resolution can be beneficial to everyone. There are many possible New Year’s resolutions. However, a good one to consider may well be creating an estate plan or taking a fresh look at your current plan, according to the Grand Rapids Business Journal in “Incorporate estate planning into... Continue reading
Posted Jan 4, 2019 at Surprenant & Beneski
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 financial world will become an open book, according to the Robb Report in “Rest in Wealth: The Ins and Outs... Continue reading
Posted Jan 3, 2019 at Surprenant & Beneski
Consider your planned lifestyle before retiring, in order to choose the right location. As retirement approaches, many people need to decide between remaining in their home of many years, downsizing to a smaller location or moving to a retirement community. However, many myths about retirement communities exist as well as... Continue reading
Posted Jan 2, 2019 at Surprenant & Beneski
The new tax laws offer some opportunities. Have you taken the laws into consideration? With the Tax Cuts and Jobs Act in place, the end of the year is a good time to review your estate plan and see what you are missing or what opportunities may be available, according... Continue reading
Posted Dec 28, 2018 at Surprenant & Beneski
So, what would you like to happen with your business? If you are a business owner, you have worked long and hard to be successful. However, there comes a time when you look toward the future and decide what you would like to happen, according to Northern Nevada Business in... Continue reading
Posted Dec 26, 2018 at Surprenant & Beneski
As life progresses, an estate plan often becomes even more important to you and your family. As a person’s life progresses and the difficulties that can arise do, they are often motivated into creating an estate plan but that isn’t necessarily the end of the story, according to the Brentwood... Continue reading
Posted Dec 21, 2018 at Surprenant & Beneski
So, just who signed the agreement? The Alabama Supreme Court has ruled the daughter of a deceased dementia patient does not have to submit to binding arbitration with a nursing and rehabilitation center, because of the question of having authority to sign the agreement, according to Legal NewsLine in “Alabama... Continue reading
Posted Dec 20, 2018 at Surprenant & Beneski
There are strategies on spending in retirement years, so pick the one that fits your circumstances. You’ve saved, invested, spent wisely and now you’re retiring. There are a number of helpful strategies out there for you to begin the journey of spending but not overspending, according to Nerd Wallet in... Continue reading
Posted Dec 19, 2018 at Surprenant & Beneski
It’s a good idea to avoid those discussions about money. It is usually a wonderful event when you gather the family for Thanksgiving or holiday dinner with various personalities and interests. However, it is wise to avoid certain discussion topics, according to U.S. News & World Report in “How to... Continue reading
Posted Dec 18, 2018 at Surprenant & Beneski
Boomers may well redefine the retirement stage of life. Boomers, who may well have worked their entire lives, are likely to find themselves having to make adjustments for retirement by remaining on the job past the age of 65 and/or finding they need to reduce their standard of living, according... Continue reading
Posted Dec 14, 2018 at Surprenant & Beneski
Should adult children keep a watchful eye on the portfolio? Adult children of aging Americans are finding themselves caught in a delicate situation of whether they should look into the finances and investments of their parents, according to U.S. News & World Report in “How to Help Aging Parents Manage... Continue reading
Posted Dec 13, 2018 at Surprenant & Beneski
There are are many guidelines and proposals, but what is right for you? A key challenge that is likely to be faced by boomers as retirement approaches, is how much should be set aside for the retirement years, according to Florida Today in “Some important considerations for retirement.” The biggest... Continue reading
Posted Dec 12, 2018 at Surprenant & Beneski
More savings? Bigger retirement checks? Sounds like a good idea! Just because someone reaches the age of 65, it does not mean they are ready to head into retirement. Those extra years of working can pay off in the long run, according to Bloomberg Business News in “Seventy Is the... Continue reading
Posted Dec 11, 2018 at Surprenant & Beneski
Planning for retirement may be a hard job. However, it can turn into some joyful years later in life. Planning for your retirement is not only a big job but a really important and serious job that can be used to create a pleasant and even youthful retirement that has... Continue reading
Posted Dec 10, 2018 at Surprenant & Beneski
Need an executor for your estate? Don’t rush, think it through carefully and make the right choice. It would be wise to have a conversation with your heirs that you most likely do not want to have, and it would be best to have that conversation sooner rather than later.... Continue reading
Posted Dec 7, 2018 at Surprenant & Beneski
Decide where you want to locate and then study the opportunities and drawbacks. So, you are retiring. Where do you want to live? What’s the attraction? What is the cost of living? Taxes? Medical facilities? The list is long but there are some factors to look into that can be... Continue reading
Posted Dec 6, 2018 at Surprenant & Beneski
It is possible to keep your intellectual property private. If you have royalties, trademarks or digital assets that contribute to your revenue stream, you need to include them in your estate plan, according to the Times Herald-Record in “Include intellectual property and royalties in your estate plan.” Just as any... Continue reading
Posted Dec 5, 2018 at Surprenant & Beneski