Although many people associate trusts with having a large estate, trusts can serve several important purposes for middle-class individuals and families. The best way to find out if one or more trusts can be beneficial for you is to consult with a knowledgeable trust and estate attorney. If you live in...
Estate Planning Blog – Surprenant, Beneski & Nunes
Estate Planning Priorities for Singles
According to Pew Research Center, nearly a third of U.S. adults are single, yet in many ways this population is underserved. At Surprenant & Beneski, P.C., our estate planning attorneys understand the distinct needs of single clients, and tailor our services to meet them. If you are a single person who...
Tips on How to Downsize When You’re a Senior
Moving to a new home, even when you’re excited at the prospect, is accompanied by a good deal of stress, especially when you’re an older person. So much to think about — selling, buying, leasing, or renting property, deciding how to approach downsizing, and trying to coordinate and organize the complicated physical,...
How to Avoid Estate Planning Mistakes
The two most important mistakes you can make when it comes to estate planning are [1] not engaging in the process at all and [2] not using a skilled, well-versed estate planning attorney to complete the task.
It is easy to see the downside of not planning for...
Remembering and Honoring Your Loved One During the Holiday Season
Holidays have always been difficult: the shopping, the traveling, the cooking, and about one hundred other things to do! But then add the loss of a loved one? That just makes the holidays incredibly painful, almost impossible to think about having them. But you must. Your loved one would want you to...
Estate Planning for Snowbirds
Comedian Jerry Seinfeld once joked, “My parents didn't want to move to Florida, but they turned sixty and that's the law.” It’s funny because it seems like everyone becomes a snowbird once they retire. Thanks to old man winter here in Southeastern Massachusetts, a large number of retirees do flock like snowbirds...
Estate Planning Tips for Blended Families
According to Pew Research, more than 40 percent of American adults have a step relative and a sizable portion of American children are living in households with a stepparent, stepsibling or half-sibling. This is a statistic the estate planning attorneys of Surprenant & Beneski pay close attention to, since we are...
Managing Partners Contribute to New Estate Planning Strategies Book
Chapter contributed by Managing Partners, Daniel M. Surprenant & Michelle D. Beneski
Continue reading…
Did you know that nearly two out of three adults have not created an estate plan? Estate planning is not just for the wealthy. When done correctly, an estate plan...
Free Event: Community Education & Luncheon
To Register: http://bit.ly/agingwellpanel
Please join Surprenant & Beneski, as well as other community resources for this free educational panel and luncheon. Hosted by Wise Living, come see their exciting renovation of the Irish Village in South Yarmouth. Wise Living is creating a new option for...
When Is the Right Time to Update Your Estate Plan?
Your estate plan helps you prepare for the future, but such preparation is based on present circumstances — and circumstances almost always change. At Surprenant & Beneski, P.C., we remind our clients to update their portfolios at 3-year intervals to keep up with the changes that may escape their notice. We...