Planning your estate not only enables you to provide for your loved ones after you die but to share your assets with them while you are alive. One of the most advantageous ways to accomplish the latter is to create an Irrevocable Gift Trust (IGT). If you live in Southeastern...
Estate Planning Blog – Surprenant, Beneski & Nunes
What to Consider if You Plan on Leaving Money to a Charity
While being generous may come naturally to you, weaving charitable giving into your estate plan can be more complicated than you might think. At Surprenant & Beneski, our skilled estate planning attorneys assist clients throughout Southeastern Massachusetts and Cape Cod in planning their estates. We have multiple goals: to protect their...
Signs Your Aging Parent May Need Home Care
As Bette Davis wisely noted, “Getting old is not for sissies.” Aging requires a great deal of patience, adaptability, and fortitude. If you have an aging parent who is having increasing trouble with daily tasks or excursions, it is time to evaluate whether they need home care.
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Guest Blog Writer: Julie Richer Director of Marketing, Harbor Health Services
What is PACE?
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Caregiving for a loved one as they age, with expanding daily care needs, can be a challenge. PACE is here to help.
The Harbor Health Elder Service Plan, a program of all-inclusive care for the elderly (PACE) supports you as a caregiver by...
The Value of an Estate Plan at Any Age
My name is Ashley Algarvio. I am the Lead Case Manager at Surprenant & Beneski, P.C. and I have had the pleasure of working for Dan Surprenant & Michelle Beneski for almost 18 years. Our office has grown so much over the years. It is really amazing to be a part of...
How to Plan for the Care of Your Aging Parents
It is astonishing how quickly one passes from the stage of tending to the needs of young children to the stage of having to consider ways to assist aging parents. Nonetheless, this is the expected course of life. Except in very few cases, older parents become less independent and more in need...
Maplewood Senior Living: How To Help Parents Adjust to Single Senior Living After Death of a Spouse
The process of aging has many highs and many lows. One difficult aspect of aging for many is losing their loved ones, especially a spouse. Frequently, as couples age together, one spouse will end up providing care for the other, which can add complexity to grief and loss. Grief looks different for...
Asset Protection Strategies to Keep in Mind When Estate Planning
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...
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: