Estate planning is not a one-time event. It's an ongoing process that evolves as your life does. At Surprenant & Beneski, P.C., we understand that because life is dynamic, your estate plan must be updated to reflect your present life stage and your current goals.
Changes occur in many...
As the golden years unfold, maintaining independence and a high quality of life becomes paramount for older adults. We all know that a financial plan is important after retirement, but we rarely consider a health plan. One of the key factors...
We know the pride and joy homeowners feel when passing down their treasured properties. But what if the transfer process could be smoother, more secure, and less stressful for everyone involved? Enter the trust, a legal tool...
At Surprenant & Beneski, P.C., our estate planning clients are often devoted caregivers who seek guidance about how best to make certain all the documents they need are well-crafted and readily at hand. This blog offers a checklist for caregivers who want to ensure that they have everything in place if...
Managing digital assets has emerged as a critical part of estate planning. At Surprenant & Beneski, our estate planning attorneys have many years of experience managing and preserving digital assets for clients throughout Southeastern Massachusetts, Cape Cod & the Islands. Contact us now to discuss how we can help manage...
Review your existing estate planning documents. If you already have an estate plan, review it to make sure it is still up to date and reflects your current wishes. This includes your will, trust, and any other estate planning documents.
Make necessary updates to your estate planning documents. If...
At Surprenant & Beneski, P.C., our estate planning attorneys are often asked these questions by the clients we serve in Southeastern Massachusetts so here is an informative blog on the topic. For more coverage of this important subject and how it affects your estate, contact us. Our highly competent estate tax planning...
Because estate planning decisions and documents are weighty and often life-altering, the competence of those making these decisions and signing these documents is central to the process. In other words, the law requires that the person signing a will, trust, durable power of attorney, or other estate planning document has the...
Trusts are often misunderstood as tools reserved for the wealthy, but in reality, they're accessible and beneficial for people across various financial backgrounds. They offer a unique way to protect assets, save on taxes, and ensure your wishes are respected, making them a vital component in estate planning.
Changes in Massachusetts estate tax laws are noteworthy for anyone in the state who has an existing estate plan or is working with a qualified estate planning attorney to create one. For those who are personal representatives or beneficiaries of individuals who died after October 4, 2023, these changes demand more immediate...
