Utilizing a Revocable Living Trust to Minimize Estate Taxes
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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Financial Planning for Parents’ Assisted Living
As our parents age, planning for their comfort and care becomes a priority. At Surprenant & Beneski, P.C., part of our mission is to ensure that seniors are protected and […]
Read MoreWhat You Should Know Before Setting Up a Trust for Minor Children
When it comes to safeguarding your children’s future, establishing a trust can be one of the most prudent steps you can take. At Surprenant & Beneski, P.C., our seasoned trust […]
Read MoreUnderstanding the Pros and Cons of a Medicaid Asset Protection Trust
At Surprenant & Beneski, where we serve estate planning clients throughout Southeastern Massachusetts, we consider Medicaid Asset Protection Trusts (MAPTs) a valuable tool when it comes to long-term healthcare. Although […]
Read MoreTrust Mistakes and How to Avoid Them
Creating a trust can be an important component of estate planning, serving a number of useful purposes, including: Helping to avoid probate Lessening tax burdens Protecting your loved ones (especially […]
Read MoreIrrevocable Trusts vs. Revocable Trusts
At Surprenant & Beneski, our lawyers have an in-depth understanding of all of the different types of trusts and the laws surrounding trusts in Massachusetts. Today, more individuals are using […]
Read MoreWhat Is the Best Tool? Could Be a Will, Could Be a Trust
You never know what the future will bring. It is best to make plans and follow them. It can take a little time, some expense and some difficult planning. However, […]
Read MoreWhen Should a Special Needs Trust Be Updated? by Attorney Daniel M. Surprenant
Special needs trusts (SNTs) are financial instruments designed to enhance quality of life for individuals with disabilities by supplementing the government benefits available to them. Assets held in SNTs aren’t […]
Read MoreHigh-Net-Worth Estate Planning
Estate planning for high-net-worth individuals in Massachusetts encompasses more than just drafting a will; it’s about strategically managing and protecting your assets for future generations. With the unique financial and […]
Read MoreHow To Avoid The Need for Guardianship
The highly capable attorneys of Surprenant & Beneski, P.C. help clients throughout Southeastern Massachusetts deal with all kinds of estate planning issues from asset protection to preparation and execution of […]
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