By Attorney Rebecca S. Spinner, Esq.
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Love is in the air this February, but did you know that taking care of your loved ones extends far beyond a box of chocolates? February, aptly named "Feel...
Estate Planning Blog – Surprenant, Beneski & Nunes
The Dangers of Having No Will or Trust in Place and Losing Capacity Before Death
Considering the undeniable fact of our mortality, it is surprising how many people delay or overlook the importance of estate planning, including the drafting of wills and trusts. At Surprenant & Beneski, P.C., we know that the risks of dying without a will (intestate) or without a trust, compounded by...
Will and Trust Contests: How To Prevent Challenges From Unhappy Beneficiaries
Even if you have the purest intentions of providing for your loved ones when you pass and foresee a smooth transfer of assets, you should be aware that one disgruntled beneficiary who challenges your will or trust can destabilize the family. At Surprenant & Beneski, P.C., our estate planning attorneys...
Pitfalls of Do-It-Yourself Estate Planning
When it comes to the management and distribution of your estate, do-it-yourself (DIY) solutions can be tempting. With the internet brimming with cookie-cutter forms and how-to guides, it's easy to fall into the trap of believing that estate planning is just another task you can handle on your own. However, at...
Feel Good February Starts with Feeling Secure! Learn How Estate Planning Can Protect Your Family’s Future
February is known as the month of love, but it can also be the month of security for your family. This Feel-good February, why not give your loved ones the ultimate gift of peace of mind by getting your estate plan in order?
An estate plan is more than...
Understanding Advance Directives: What They Can and Cannot Dictate
Creating an estate plan is a way of taking control of your life insofar as that is possible. The estate planning attorneys at Surprenant & Beneski recognize the importance of self-empowerment in the estate planning process since they help clients throughout Southeastern Massachusetts, Cape Cod & the Islands secure their futures and...
It’s Not Too Late To Restart Your New Year’s Resolution for Essential Estate Planning
As we progress into the new year, it becomes increasingly evident that while setting resolutions is a commendable start, the true essence of productivity lies in actively reorganizing and clarifying our goals and actions. Whether you’re cleaning the attic or reviewing your estate plan, early 2024 is an auspicious time to begin....
Does Your Estate Plan Match Your Life Stage?
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...
Guest Blog: The Crucial Role of Mobility in Aging Gracefully at Home
By Kathy Clark, Moxie Mobility Training, LLC
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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...
Keeping Your Keys in the Right Hands: Trust Benefits for Real Estate in Massachusetts
Written by Attorney Daniel M. Surprenant, Esq, CELA, Managing Partner
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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...