When you are involved in estate planning, a crucially important part of the process is protecting your assets. After all, unless your assets continue to be protected from the many risks that threaten your accumulation of wealth, you will have no estate to plan. At Surprenant & Beneski, P.C., our estate...
Estate Planning Blog – Surprenant, Beneski & Nunes
Common Types of Property That Can Be Placed in a Trust
It is not difficult to become confused about the terms and uses of various types of trust. At Surprenant & Beneski, P.C., where we serve estate planning clients throughout Southeastern Massachusetts and Cape Cod, we find that many people come to us with questions about trusts. They want to know precisely...
Social Security Administration: Slam the Scam!
On National Slam the Scam Day and throughout the year, we give you the tools to recognize Social Security-related scams and stop scammers from stealing your money and personal information. Share scam information with your loved ones.
Recognize the four basic signs of a scam:
Updating Your Estate Plan After Your Spouse’s Passing
Whenever the death of your spouse occurs, it is a life-altering trauma. At Surprenant & Beneski, P.C., our capable, caring estate administration attorneys have spent decades assisting clients throughout Southeastern Massachusetts and Cape Cod in updating their estate plans after a spouse’s death. Contact us now so we can help you...
Can You Help Team S & B Get More Seniors Access to Long Term Care In Their Homes?
Update from Attorney Daniel M. Surprenant
The Massachusetts chapter of the National Academy of Elder Law Attorneys, (“MassNAELA”) has filed legislation to correct a significant problem facing our seniors. The problem is related to Medicaid, also known as MassHealth. MassHealth has many programs available to help seniors stay at...
Test Your Estate Planning Knowledge
by Attorney Rebecca S. Spinner
Continue reading…
How much do you know about estate planning? How prepared are you and your family? Take this short quiz to test your knowledge and perhaps learn something new!
Question #1
True or false? You must name the same...
Why Not Combine Tax Time With Estate Planning?
Since preparing to pay your taxes is time-consuming and requires thoughtful organization, it can be the perfect time to also work on your estate plan with a competent estate planning attorney. In Southeastern Massachusetts and Cape Cod, the accomplished lawyers of Surprenant & Beneski, P.C. are eager to help you use the...
Documents You Should Bring When Meeting with Your Estate Planning Attorney
When it comes to estate planning, many people procrastinate. One of the reasons for this is anxiety about the logistical legwork necessary for the estate planning process. For the inexperienced, even the gathering of necessary documents for the initial meeting with your estate planning attorney can be daunting.
Why You Should Have an Incapacity Plan in Place
When you are young or middle-aged, the need for an incapacity plan may seem distant and unreal. At Surprenant & Beneski, P.C., our estate planning attorneys often assist Southeastern Massachusetts clients who are focused on growing and protecting their assets and planning for a comfortable retirement but don’t (at first) see...