Managing Partners Contribute to New Estate Planning Strategies Book

Chapter contributed by Managing Partners, Daniel M. Surprenant & Michelle D. Beneski

Did you know that nearly two out of three adults have not created an estate plan? Estate planning is not just for the wealthy. When done correctly, an estate plan can help anyone minimize taxes, protect assets, appoint guardians for minor children, care for families in the event of incapacity, and pass assets on to the next generation.

If you are interested in learning more about estate planning and its benefits, we invite you to read the newly released second edition of Estate Planning Strategies: Collective Wisdom, Proven Techniques of WealthCounsel Attorneys. Written as a complete resource for the public, this book touches on all aspects of estate planning—from incapacity, tax minimization, and charitable giving, to retirement and business succession planning. 

Among the seventy contributors to the book, we are honored to offer our knowledge and experience on Elder Law Concepts. Our chapter, which you can find on page 311, touches on the importance of elder law, an aspect of estate planning that deals with issues more common among the senior population.

If you would like to learn more about estate planning, we encourage you to read this book. We have a limited supply of books available for sale at our office. It will also soon be added to Amazon for purchase. If you have any questions about the book or your estate plan, please do not hesitate to contact our office via the Contact Us page of our website or by calling our office at 508-625-7414.

All the Best,

Dan and Michelle

Managing Partners, Daniel M. Surprenant & Michelle D. Beneski