Today, it is common for couples, including those with children, to live together without getting married. If you are unmarried and living with a long-term partner, you should be aware of the importance of estate planning in both of your lives. In fact, planning for the future may be even more...
Author: omnizant.support
Just Married: Do We Need an Estate Plan?
Marriage is not only an emotional and spiritual union; it is also a legal one. This is why newlyweds need to establish a strong foundation of legal documents to back up their recent vows. To do this, they need a capable, trustworthy estate planning attorney. If you have recently tied the...
Passing the Family Business Down to the Next Generation — Tips for Owners
Running a family business is not only hard work but also a big responsibility. Transferring a business to the next generation can be a daunting task. To ensure a smooth transition and the best chance for continued success, it is critical to work with a skilled estate planning attorney for whom
Special Needs Estate Planning: Don’t Let Down the Most Vulnerable Person in Your Family
If your family has a member with special needs, not taking the time to prepare for their future with an updated estate plan can have devastating consequences. Today is the time to contact a well-respected estate planning attorney and take steps to secure the future of your most vulnerable relative,...
Do I Really Need an Estate Plan? 7 Questions to Help You Answer This One
Many of the clients who come to Surprenant & Beneski are uncertain whether they really need an estate plan and want to discuss what purposes it might serve. During our consultation with them, we often pose some of the following questions to help them understand the many reasons why having an estate...
Don’t Forget to Update Your Estate Plan After Divorce
Getting divorced is life-changing, but many people neglect legal and financial issues that must be addressed. Although there are certainly enough practical matters requiring immediate attention (e.g. relocation, childcare, etc.), too many newly divorced individuals neglect to check in with their estate planning attorneys to update essential documents for too long. The...
Estate Planning Tips for Small Business Owners
Owning and managing a small business on a day-to-day basis is no easy matter. Too many small business owners feel so pressed for time that they delay when it comes to estate planning, not realizing that such planning helps to ensure the future of the business they worked so hard to build....
What Are the Benefits of Irrevocable Gift Trusts?
Planning your estate not only enables you to provide for your loved ones after you die but to share your assets with them while you are alive. One of the most advantageous ways to accomplish the latter is to create an Irrevocable Gift Trust (IGT). If you live in Southeastern Massachusetts...
What to Consider if You Plan on Leaving Money to a Charity
While being generous may come naturally to you, weaving charitable giving into your estate plan can be more complicated than you might think. At Surprenant & Beneski, our skilled estate planning attorneys assist clients throughout Southeastern Massachusetts and Cape Cod in planning their estates. We have multiple goals: to protect their...
Signs Your Aging Parent May Need Home Care
As Bette Davis wisely noted, “Getting old is not for sissies.” Aging requires a great deal of patience, adaptability, and fortitude. If you have an aging parent who is having increasing trouble with daily tasks or excursions, it is time to evaluate whether they need home care.
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