While it might seem that estate planning goals are universal, some apply only to certain individuals and families. Also, even though the basic goals of those planning estates may be the same, the weight assigned to each goal may vary. To work collaboratively with your estate planning attorney, you must be able...
Estate Planning Blog – Surprenant, Beneski & Nunes
Qualities to Look For in a Caregiver for Your Elderly Loved One
If you have an elderly loved one who requires care, you know how difficult it is to find the right person for the job. Whether your relative is being cared for at home or needs extra assistance in a facility, having someone they can count on is a major factor in improving...
Oasis Senior Advisors of Plymouth, Cape Cod & Southcoast: How to make Uncomfortable Conversations Comfortable
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Oasis Senior Advisors of Plymouth & Cape Cod: How to Approach a Senior Loved One About Finances
To Learn more about Oasis Senior Advisors of Plymouth and Cape Cod, please visit their website by clicking here...
How to Pick the Right Trustee
At Surprenant & Beneski, P.C., we have successfully established trusts for many clients in Southeastern Massachusetts. As accomplished estate planning attorneys, we are well-versed in the multiple advantages trusts offer in facilitating the transfer of funds, diminishing taxes, protecting assets, avoiding probate costs and delays, planning for incapacity, and funding...
Why You Shouldn’t Keep Secrets From Your Estate Planning Attorney
Attorney-client privilege allows clients to have free and open conversations with their lawyers in order to receive proper, well-informed guidance. At Surprenant & Beneski, P.C., we are well aware of the conflicts and disputes that can arise when an estate plan is constructed on a foundation that is not fully truthful.
Planning Your Funeral as Part of Estate Planning
At Surprenant & Beneski, our experienced estate planning attorneys assist clients throughout Southeastern Massachusetts, many of whom inquire about the reasons for, and logistics of, planning their funeral. While you might expect this to only be a concern of our elderly clients or those who are seriously ill, the reality is that...
Decluttering Goes Hand in Hand With Estate Planning
At Surprenant & Beneski, we recognize that while estate planning is necessary at any age, it may seem more urgent as you age. Similarly, although decluttering is useful when you are young, there is more time to focus on it as you get older. While in the midst of a busy career...
Happy 4th of July!
Our offices will be closed on Tuesday, July 4th
to commemorate Independence Day!
We will reopen on Wednesday, July 5 at 8:30am.
Stay safe and enjoy the holiday!
Making Difficult Decisions for the Better
By Jim Monti, Oasis Senior Advisors
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