Life Estate Deeds vs. Irrevocable Trusts for Medicaid Protection
Written By: Attorney Rebecca S. Spinner, Esq. Many of the people we meet with come in looking to get help protecting their assets from the costs of long-term care. For […]
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Life Estate
The interest in property owned by a life beneficiary (also called a life tenant) with the legal right under state law to use the property for his or her lifetime, […]
Read MoreDoes Your Estate Plan Match Your Life Stage?
Estate planning is not a one-time event. It’s an ongoing process that evolves as your life does. At Surprenant & Beneski, P.C., we understand that because life is dynamic, your estate plan must be updated to reflect your present life stage and your current goals.
Read MorePivotal Life Moments are Key to Reviewing Your Estate Plan
Written by Attorney Erin L. Nunes, Esq., Partner Estate planning needs often arise around pivotal life moments. Marriage, the birth of a child, divorce and death of a loved one […]
Read MoreIf Life is a Highway, then Estate Planning is the Road Map
Estate Planning is like a road map. And while the map may be straight forward for some, for others there may be stops along the way. One thing is for […]
Read MoreIs the death benefit of my life insurance part of my taxable estate?
CapeCod.com: Life Changes – Your Estate Plan Should Too!
Don’t let the phrase “estate planning” mislead you. Estate planning is not reserved exclusively for the wealthy who own estates. Making a plan to protect your loved ones, as well […]
Read MoreForbes Article: An Estate Plan For Every Stage Of Life
Rianka DorsainvilContributorPersonal Finance There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that […]
Read MoreLife Insurance Can Be Part of Taxable Estate
Life insurance isn’t taxable to beneficiaries but there can still be a tax involved. An Irrevocable Life Insurance Trust can be a key part of your overall estate plan, according […]
Read MoreKeep Your Estate Plan Current with Your Life
So, just what is going on with your life, the kids, your health, their health, their future plans? Don’t just ask for the proper documents to create an estate plan. […]
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