It is astonishing how quickly one passes from the stage of tending to the needs of young children to the stage of having to consider ways to assist aging parents. Nonetheless, this is the expected course of life. Except in very few cases, older parents become less independent and more in need...
Author: omnizant.support
Asset Protection Strategies to Keep in Mind When Estate Planning
When you are involved in estate planning, a crucially important part of the process is protecting your assets. After all, unless your assets continue to be protected from the many risks that threaten your accumulation of wealth, you will have no estate to plan. At Surprenant & Beneski, P.C., our estate...
Common Types of Property That Can Be Placed in a Trust
It is not difficult to become confused about the terms and uses of various types of trust. At Surprenant & Beneski, P.C., where we serve estate planning clients throughout Southeastern Massachusetts and Cape Cod, we find that many people come to us with questions about trusts. They want to know precisely...
Updating Your Estate Plan After Your Spouse’s Passing
Whenever the death of your spouse occurs, it is a life-altering trauma. At Surprenant & Beneski, P.C., our capable, caring estate administration attorneys have spent decades assisting clients throughout Southeastern Massachusetts and Cape Cod in updating their estate plans after a spouse’s death. Contact us now so we can help you...
Why Not Combine Tax Time With Estate Planning?
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 attorney. In Southeastern Massachusetts and Cape Cod, the accomplished lawyers of Surprenant & Beneski, P.C. are eager to help you use the...
Documents You Should Bring When Meeting with Your Estate Planning Attorney
When it comes to estate planning, many people procrastinate. One of the reasons for this is anxiety about the logistical legwork necessary for the estate planning process. For the inexperienced, even the gathering of necessary documents for the initial meeting with your estate planning attorney can be daunting.
Why You Should Have an Incapacity Plan in Place
When you are young or middle-aged, the need for an incapacity plan may seem distant and unreal. At Surprenant & Beneski, P.C., our estate planning attorneys often assist Southeastern Massachusetts clients who are focused on growing and protecting their assets and planning for a comfortable retirement but don’t (at first) see...
Estate Executor vs. Estate Administrator
The major difference between an Estate Executor, otherwise known as Personal Representative, and an Estate Administrator is that the former is personally chosen by the deceased in their will, while the latter is appointed by the court if the deceased has died intestate (without a will). Whether you are named for...
Why Do I Need a Trust If I’m Not Wealthy?
Although many people associate trusts with having a large estate, trusts can serve several important purposes for middle-class individuals and families. The best way to find out if one or more trusts can be beneficial for you is to consult with a knowledgeable trust and estate attorney. If you live in...
Estate Planning Priorities for Singles
According to Pew Research Center, nearly a third of U.S. adults are single, yet in many ways this population is underserved. At Surprenant & Beneski, P.C., our estate planning attorneys understand the distinct needs of single clients, and tailor our services to meet them. If you are a single person who...