If a loved one has chosen you as a trustee, it’s important to explore what tasks are involved and how much time your duties as a trustee are likely to take. This blog will provide you with the information you need to make an informed decision. Contact us for answers to the...
Author: Tiana Guzman
Estate Planning When You’re Pregnant or Adopting
At Surprenant & Beneski, our estate planning attorneys are well aware of the excitement surrounding the birth or adoption of a child. Family expansion is one of the primary reasons adults, married or single, feel inclined to contact us and begin planning their future or updating their existing estate plans. After all,...
What Every Personal Representative Should Know
If you have been chosen as a personal representative (executor) of a loved one’s estate, this blog should be helpful to you in terms of understanding your duties and responsibilities. It should also give you an idea of the types of situations you may be faced with in this important role. The...
The Goals of High-Net-Worth Estate Planning and How to Reach Them
We all need estate plans to arrange for a secure future and a comfortable retirement and protect ourselves and our loved ones from unexpected challenges. Those with high-net-worth estates, however, may have to rely somewhat on ways of going about achieving these goals.
At Surprenant & Beneski, P.C.,...
Estate Planning For Widows and Widowers
The death of a spouse is devastating. Too often, in addition to grief and loss, the widow or widower is overwhelmed by the number of actions that must be taken within the period just after the spouse’s death for which there is little motivation and even less available energy. This is when...
Prioritizing Your Estate Planning Goals
While it might seem that estate planning goals are universal, some apply only to certain individuals and families. Also, even though the basic goals of those planning estates may be the same, the weight assigned to each goal may vary. To work collaboratively with your estate planning attorney, you must be able...
Qualities to Look For in a Caregiver for Your Elderly Loved One
If you have an elderly loved one who requires care, you know how difficult it is to find the right person for the job. Whether your relative is being cared for at home or needs extra assistance in a facility, having someone they can count on is a major factor in improving...
How to Pick the Right Trustee
At Surprenant & Beneski, P.C., we have successfully established trusts for many clients in Southeastern Massachusetts. As accomplished estate planning attorneys, we are well-versed in the multiple advantages trusts offer in facilitating the transfer of funds, diminishing taxes, protecting assets, avoiding probate costs and delays, planning for incapacity, and funding worthy...
Why You Shouldn’t Keep Secrets From Your Estate Planning Attorney
Attorney-client privilege allows clients to have free and open conversations with their lawyers in order to receive proper, well-informed guidance. At Surprenant & Beneski, P.C., we are well aware of the conflicts and disputes that can arise when an estate plan is constructed on a foundation that is not fully truthful.
Planning Your Funeral as Part of Estate Planning
At Surprenant & Beneski, our experienced estate planning attorneys assist clients throughout Southeastern Massachusetts, many of whom inquire about the reasons for, and logistics of, planning their funeral. While you might expect this to only be a concern of our elderly clients or those who are seriously ill, the reality is that...