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...
One important reason for estate planning is to ensure that you are financially prepared not only for retirement but for the possibility that you or your spouse may require long-term care as you age. At Surprenant & Beneski, P.C., our Medicaid planning attorneys have the well-developed skills to help you...
As families gather during the holidays, it’s a season filled not just with joy, but also an opportunity for meaningful discussions about the future of cherished family heirlooms. These conversations, while delicate, are crucial for ensuring that treasured items are passed down according to your wishes. In this context, we'll explore how...
As estate planning attorneys in Massachusetts, we understand that planning for the future involves addressing some challenging questions. One such question is how to manage the potentially high costs of nursing home care. It's a concern for many as they age, and rightfully so. In this blog, we'll delve into effective...
As the New Year begins, it's time to think about securing your future and that of your loved ones. Creating an estate plan can be a vital step in ensuring that your wishes are honored and your assets are distributed according to your wishes. If you live in Southeastern Massachusetts, the accomplished...
The new year is a great time to reflect on your life and make plans for the future. This includes planning for your estate and your legal needs. Estate planning is the process of creating a plan for what happens to your assets and property after you die. Elder law is the...
