Holidays have always been difficult: the shopping, traveling, the cooking, and about one hundred other things to do! But then add the loss of a loved one? That just makes the holidays incredibly painful, almost impossible to think about having them. But you must. Your loved one would want you to continue...
Estate Planning for Snowbirds
Comedian Jerry Seinfeld once joked, “My parents didn't want to move to Florida, but they turned sixty and that's the law.” It’s funny because it seems like everyone becomes a snowbird once they retire. Thanks to old man winter here in Southeastern Massachusetts, a large number of retirees do flock like snowbirds...
Estate Planning Tips for Blended Families
According to Pew Research, more than 40 percent of American adults have a step relative and a sizable portion of American children are living in households with a stepparent, stepsibling or half-sibling. This is a statistic the estate planning attorneys of Surprenant & Beneski pay close attention to, since we are...
Managing Partners Contribute to New Estate Planning Strategies Book
Chapter contributed by Managing Partners, Daniel M. Surprenant & Michelle D. Beneski
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Did you know that nearly two out of three adults have not created an estate plan? Estate planning is not just for the wealthy. When done correctly, an estate plan...
Free Event: Community Education & Luncheon
To Register: http://bit.ly/agingwellpanel
Please join Surprenant & Beneski, as well as other community resources for this free educational panel and luncheon. Hosted by Wise Living, come see their exciting renovation of the Irish Village in South Yarmouth. Wise Living is creating a new option for...
When Is the Right Time to Update Your Estate Plan?
Your estate plan helps you prepare for the future, but such preparation is based on present circumstances — and circumstances almost always change. At Surprenant & Beneski, P.C., we remind our clients to update their portfolios at 3-year intervals to keep up with the changes that may escape their notice. We...
Driving Safety of an Older Loved One
Just when you thought you were over worrying about your teenager being on the open road with their driver’s license, along comes your aging parent. You may have noticed some dents or scrapes on the body of their car, maybe a broken mirror, or worse, they have had an accident. The decision...
‘Tis the Season for… Holiday Scams
Unfortunately, the time of year that is meant for spreading good cheer and wishing goodwill, is also the season of scammers. During the holiday season, scammers are working at full speed, and they target the most vulnerable, the aging population.
A lot of people question, “How do they even...
Tips on Caring for Elderly Parents with Dementia
Caring for elderly parents with dementia gets harder as the condition worsens, but there are a number of steps you can take to ease your path. At Surprenant & Beneski, P.C., our elder law attorneys have extensive experience helping residents of Southeastern Massachusetts navigate this complex process, not only in terms...
Why You Should Implement an Asset Protection Plan when Estate Planning
Do you ever wonder why “asset protection” is such a common phrase in estate planning? This blog is to clarify why your assets need protection and from what. To put strong guard rails in place to protect assets you have worked so hard to accumulate, you need a sharp asset protection...