Estate Planning Blog – Surprenant & Beneski

Estate Planning Considerations for the Sandwich Generation

Balancing the responsibilities of caring for aging parents while raising children can bring unexpected challenges. Many in this position find themselves pulled in multiple directions, often struggling to manage competing demands on their time, energy, and finances. Amid the challenges, it’s easy to overlook the importance of planning for the future. Taking...

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How ABLE Accounts Can Be Used in Massachusetts

An ABLE account offers individuals with disabilities a powerful way to achieve greater financial independence. These accounts allow families to save for the future without risking eligibility for government benefits. With tax-free growth and flexible use for a wide range of expenses, ABLE accounts help reduce financial stress while improving quality of...

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What Is the Medicaid Five-Year Look-Back Period?

Planning for long-term care often raises questions about how to qualify for Medicaid without jeopardizing your financial security. Many people worry about how their past financial decisions, such as gifts to family members or transfers of property, might affect their eligibility. These concerns are valid, but with the right approach, you can...

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Options for Trust Reformation and Modification

Irrevocable trusts are often seen as set in stone, but life doesn’t always follow the plans we make. Sometimes, circumstances change, and a trust may no longer meet the needs of its beneficiaries or align with the grantor’s original intentions. Whether it’s due to a significant life event, tax law changes, or...

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Gaining Benefits for In-Home Long-Term Care

Many people prefer to receive long-term care at home rather than move into a facility. Being surrounded by familiar faces and a comfortable environment can make a significant difference in maintaining independence and quality of life. In-home care provides the support you need while allowing you to stay connected to your community...

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