Estate Planning Blog – Surprenant & Beneski

Minimizing Taxes During Probate in Massachusetts

At Surprenant & Beneski, P.C., we have a longstanding commitment to serving clients across Southeastern Massachusetts and Cape Cod with top-notch estate planning services. One of the crucial services we offer is asset protection, which involves strategic planning to minimize taxes both during your lifetime and after you pass away.

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Retirement Planning for Business Owners

For business owners, retirement planning is not just about personal finance; it's about integrating the future of your business with your personal financial security. At Surprenant & Beneski, P.C., our business planning attorneys excel at crafting detailed, personalized retirement strategies that address both issues. Because time is a critical factor, and you...

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Sibling Conflict During Elder Care

Elder care decisions can often bring up deep-seated sibling conflicts that may have simmered under the surface for years. At Surprenant & Beneski, P.C., our experienced elder law attorneys understand the complexities of elder care law and are skilled in mediating disputes with wisdom and empathy. We provide the tools, skills, and...

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Unique Estate Planning Considerations for Childless Couples

For childless couples, estate planning presents a unique set of opportunities and challenges. At Surprenant & Beneski, P.C., we understand that your estate planning needs are distinct from those of couples with children. Our firm has successfully helped numerous childless couples in Southeastern Massachusetts deal with the financial and personal aspects of...

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Tips and Strategies to Limit Assets Passing through Probate

At Surprenant & Beneski, P.C., our legal team has spent many years successfully helping clients throughout Southeastern Massachusetts navigate the complexities of probate. While probate can be a straightforward process, estates of substantial value, or those with assets in various states or countries, often face a probate process that is not only...

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At-a-Glance Guide to the Role of a Personal Representative

At Surprenant & Beneski, P.C., our seasoned legal team has been providing exceptional services to clients throughout Southeastern Massachusetts for many years. In our practice, we find that almost all our clients must designate a personal representative (executor) for their estate or are preparing to take on this significant role for someone...

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Estate Planning for the LGBTQ+ Community

By Attorney Rebecca Spinner, Esq.

In 2015, the United States Supreme Court issued a decision in the landmark case, Obergefell v. Hodges, legalizing same-sex marriage in all 50 states. In the estate planning world, this means that LGBTQ+ couples that marry can now take advantage of all of...

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