Surprenant & Beneski discusses the best ways to avoid a will contest.

How to Avoid a Will Contest

Although creating a will is an important component of estate planning, it is not uncommon for beneficiaries and heirs to dispute the instructions in a legal proceeding known as a will contest.  Reasons for a Will Contest It is important to note that beneficiaries cannot challenge a will simply because they were dissatisfied with the […]

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Surprenant & Beneski gives five reasons for why a will may be considered invalid.

Five Reasons a Will May Be Invalid

In Massachusetts, a will that is poorly drafted or that does not adhere to state law may be invalidated by the court. The best way to create a legally binding will is to consult an experienced estate planning attorney. In the meantime, let’s take a look at five key reasons why a will may be […]

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Surprenant & Beneski, PC discusses how to avoid the most common estate planning mistakes.

Avoid These Common Estate Planning Mistakes

A well-designed estate plan will enable you to achieve important objectives such as protecting your assets, planning for long-term care, and providing for your loved ones. At the same time, estate planning can be complicated and some may fail to understand how their plans actually work. By working with an experienced estate planning and elder […]

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Surprenant & Beneski, PC gives an overview of long-term care planning.

In Focus: Long-term Care Planning

People are living longer today, giving them more time to enjoy their retirement years. Nonetheless, with aging comes challenges, not the least of which is declining health and medical conditions that may require long-term care. Given the high cost of medical care at home or in an assisted living facility, it is crucial to consider […]

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No Estate Plan? Probate Sorts It Out

The state makes the decisions on where your assets should go. If it is determined that if you do not leave a will or an estate plan, then probate takes over with a key focus on debts and what gets paid first, according to The Balance in “Dealing with Debts and Mortgages in Probate.” It would most likely be a […]

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Own a Business? What about Succession Plan?

It is a good idea to have a plan, just in case you do retire. Many business owners have worked for years to build up their business and don’t have any intention of retiring. However, that day is likely to come and it would be wise to have a succession plan, according to The Gardner News in “Do […]

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Learn about RMDs before You Begin Withdrawals

RMDs are legally required and it is best to study up on them, because taxes can be 50%. Required minimum distributions are not always a common name to retirees but they should be, according to Forbes in “5 Things to Know About RMDs.” The withdrawals are legally required and you have to take them, despite the fact they can […]

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There are Many Reasons to Have a Will

Prince did not leave a will and many, many relatives showed up to stake a claim. Not having a will can create some difficult situations for your loved ones and some of them are not expected, according to Arizona Central in “Here’s why you don’t want to die without leaving a will.” For example, in Arizona, an estate creditor […]

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Social Security Myths Can Create Problems

More than half of seniors file early for benefits. Some people may find it necessary to file for Social Security because of circumstances, such as a job loss. However, it is really important to make sure you are making your decisions on facts rather then myths, according to the Washington Post in “Don’t believe these Social Security myths.” […]

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