Owning a vacation home or timeshare can be a dream come true, offering an escape from the hustle and bustle of everyday life and a sanctuary for making lasting memories with loved ones. Still, ensuring that these assets are seamlessly integrated into your estate plan is essential for preserving their value and...
Estate Planning Blog – Surprenant, Beneski & Nunes
Recognizing the Signs of Elder Abuse and Financial Exploitation
As loved ones age, they become increasingly vulnerable to elder abuse and financial exploitation. If you have an older relative residing in a nursing home or other living situation in Southeastern Massachusetts whose well-being is in question, this blog is for you. In it, the skilled elder law attorneys of Surprenant...
Special Considerations for LGBTQIA+ Seniors in Estate Planning
At Surprenant & Beneski, P.C., we have an unflagging commitment to inclusivity, both as estate planning attorneys and as members of the community. For decades, we've proudly served LGBTQIA+ seniors throughout Southeastern Massachusetts. With LGBTQIA+ seniors, as with all our clients, we make it a priority to tune into both their universal...
Making Your Home Safe for Aging in Place
At Surprenant & Beneski, P.C., our elder law attorneys are deeply committed to protecting the seniors of Southeastern Massachusetts from physical, emotional, and financial harm. This blog contains a number of strategies and tips to make home a safer place for all of us as we age.
As...
Understanding MassHealth Eligibility: Income and Asset Limits
As individuals age, planning for long-term care becomes increasingly urgent since most seniors will require long-term care at some point during their lifetimes. MassHealth, Massachusetts' Medicaid program, offers vital support for seniors requiring long-term medical care, but navigating MassHealth eligibility can be logistically complicated and emotionally taxing.
At...
Types of Assets Commonly Forgotten in Estate Plans
One of the first steps in estate planning is taking a full inventory of your assets. Only with a complete and accurate understanding of all your holdings can you create a plan that will protect your estate, help it grow, and prepare for contingencies. At Surprenant & Beneski, P.C., we have...
Holiday Happenings: 4th of July Fireworks, Parades and Fun!
New Bedford Area
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New Bedford Fireworks, Thursday, July 4, New Bedford Harbor. The City of New Bedford’s 4th of July fireworks display will be staged from a bar located off the State Pier in New Bedford Harbor at 9 pm. Lower Union Street between North Water and Route 18 will...
Why Most Americans Skip Estate Planning (and Why They Shouldn’t!)
Written By: Attorney Wendy W. Weston, Esq.
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Here at Surprenant & Beneski, P.C., we understand that estate planning can stir up a range of emotions. Some fear it tempts fate, while others see it...
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.
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...