At Surprenant & Beneski, P.C., our estate planning attorneys are often asked these questions by the clients we serve in Southeastern Massachusetts so here is an informative blog on the […]
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Changes in Massachusetts estate tax laws are noteworthy for anyone in the state who has an existing estate plan or is working with a qualified estate planning attorney to create […]
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By: Attorney Daniel M. Surprenant, CELA, Managing Partner Surprenant & Beneski, P.C. Good news! We are pleased to report that on October 4, 2023, Governor Healy signed House Bill 4104 […]
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You’ve worked hard for your money, and you likely want to leave as many assets as you can to your loved ones. If your estate is over $1 million, your […]
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A federal tax imposed on a decedent’s transfer of property at death if the estate exceeds an exclusion limit set by law. An estate tax is different from an inheritance […]
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What is a trust? A trust is a written agreement between the person(s) who creates the trust and the person(s) who administers the trust as to how any property owned […]
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Whenever a Massachusetts resident passes away with over $1 million in assets, the state will impose an estate tax. The estate tax is progressive, and the highest estate tax rate […]
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Estate Tax Planning Lawyer Helping Residents In New Bedford, Easton & Hyannis Despite the fact that the Tax Cuts and Jobs Act of 2017 temporarily doubled the annual estate tax […]
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Since preparing to pay your taxes is time-consuming and requires thoughtful organization, it can be the perfect time to also work on your estate plan with a competent estate planning […]
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