Surprenant & Beneski, PC discusses five asset protection strategies for high net worth estates.

Five Asset Protection Strategies for High-Net-Worth Estates

The main goals for many individuals preparing an estate plan are protecting assets for future generations, reducing estate taxes, and exercising control over how their estate is distributed. For high-net-worth estates, advanced planning is essential to achieve those goals and other goals individuals might have for their estate. A Massachusetts estate-planning attorney can devise strategies […]

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Surprenant & Beneski, PC gives an overview of elder financial fraud.

Focusing on Elder Financial Fraud

Because seniors are particularly vulnerable, they are at a higher risk of being exploited financially. When seniors are forced to manage their own retirement funds while coping with an array of health issues, the potential of being victimized by financial fraud is high. If you or a loved one has been the victim of elder […]

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Surprenant & Beneski, PC discusses the best ways to plan your estate after a divorce.

Planning Your Estate After A Divorce

Going through a divorce is a difficult transition that involves a number of considerations, not the least of which is how to divide the marital property. During this trying time, it is important to control your emotions and maintain your objectivity. Once the divorce is settled, it is also crucial to revisit your estate plan. […]

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Surprenant & Beneski discusses the best ways to avoid a will contest.

How to Avoid a Will Contest

Although creating a will is an important component of estate planning, it is not uncommon for beneficiaries and heirs to dispute the instructions in a legal proceeding known as a will contest.  Reasons for a Will Contest It is important to note that beneficiaries cannot challenge a will simply because they were dissatisfied with the […]

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Surprenant & Beneski gives five reasons for why a will may be considered invalid.

Five Reasons a Will May Be Invalid

In Massachusetts, a will that is poorly drafted or that does not adhere to state law may be invalidated by the court. The best way to create a legally binding will is to consult an experienced estate planning attorney. In the meantime, let’s take a look at five key reasons why a will may be […]

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Surprenant & Beneski, PC discusses how to avoid the most common estate planning mistakes.

Avoid These Common Estate Planning Mistakes

A well-designed estate plan will enable you to achieve important objectives such as protecting your assets, planning for long-term care, and providing for your loved ones. At the same time, estate planning can be complicated and some may fail to understand how their plans actually work. By working with an experienced estate planning and elder […]

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Surprenant & Beneski, PC gives an overview of long-term care planning.

In Focus: Long-term Care Planning

People are living longer today, giving them more time to enjoy their retirement years. Nonetheless, with aging comes challenges, not the least of which is declining health and medical conditions that may require long-term care. Given the high cost of medical care at home or in an assisted living facility, it is crucial to consider […]

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No Estate Plan? Probate Sorts It Out

The state makes the decisions on where your assets should go. If it is determined that if you do not leave a will or an estate plan, then probate takes over with a key focus on debts and what gets paid first, according to The Balance in “Dealing with Debts and Mortgages in Probate.” It would most likely be a […]

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Own a Business? What about Succession Plan?

It is a good idea to have a plan, just in case you do retire. Many business owners have worked for years to build up their business and don’t have any intention of retiring. However, that day is likely to come and it would be wise to have a succession plan, according to The Gardner News in “Do […]

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