Many people assume that estate planning is only for the very wealthy, those with assets worth over $2 million. However, at Surprenant & Beneski, P.C., we firmly believe that every estate, no matter its size, deserves a well-thought-out plan. Our attorneys are dedicated to helping clients throughout Southeastern Massachusetts handle the various, often confusing, aspects of estate planning to ensure that their wishes are carried out and their loved ones are secure.
Reasons Estate Planning Is Necessary Even If You Don’t Have a $2 Million Estate
Just as the size of a family does not define its importance, neither does the size of its estate. No matter what the value of your assets, you want to protect them and you want them carefully distributed when you pass away. In order to realize these goals, you need the services of an established estate planning law practice. If you reside in Southeastern Massachusetts, Surpernant & Beneski fills the bill. Our talented lawyers will work hard to create an estate plan that will help to:
Prevent Family Conflicts
With a clearly worded estate plan, disputes among beneficiaries and other family members are far less likely. A well-crafted plan can avoid stress, preventing legal contests and familial estrangement. Let us help you shape an estate plan that clearly states your wishes, reducing the chances of misunderstandings and conflicts.
Identify and Protect Assets
Many people underestimate the value of their assets. As your estate planning attorneys, we will help identify all your assets, from real property to vehicles, collections, businesses, artwork, jewelry, and digital assets.
Choose a Guardian for Young Children
For parents with young children, naming a guardian in case something happens to you is crucial. Without your guidance, the courts will decide who raises your children.
Plan for the Unexpected
Life is unpredictable. An estate plan can help you prepare for unexpected life changes, such as birth, death, incapacity, remarriage, or divorce. By planning ahead, you can ensure that your estate will adapt to whatever comes.
Why a DIY Estate Plan Isn’t Wise Even With a Small Estate
Creating an estate plan without professional guidance can lead to mistakes, oversights, and a lack of legal enforceability. More than that, DIY estate plans often fail to comply with state laws, leading to unintended consequences. Without a thorough understanding of estate law, you might miss out on opportunities to minimize taxes and protect your assets. Professional legal guidance will ensure that your estate plan is comprehensive, legally sound, and truly reflects your wishes.
Our Estate Planning Attorneys Will Provide Outstanding Service, Whatever the Size of Your Estate
At Surprenant & Beneski, P.C., we are well-prepared to develop an estate plan that meets your specific needs and goals by:
- Drafting, reviewing, and executing essential documents (e.g. power of attorney, etc.)
- Protecting your assets from creditors, lawsuits, divorcing spouses, and excessive taxation
- Planning for retirement
- Planning for incapacity
- Protecting vulnerable family members
Contact us today to discuss your future with knowledgeable professionals. We will make it our top priority to protect you and your loved ones, no matter what size of your estate.
The Takeaway
As you can see, you do not have to be a millionaire to make creating an estate plan necessary. Working with one of our caring, capable attorneys is invaluable when it comes to establishing a secure structure on which to build your future. Contact Surprenant & Beneski P.C. today to connect with seasoned professionals who have the skill set and the tools to safeguard your assets, whatever their size, and to protect those you love most.