Now that you’ve gotten down to the task of estate planning, you want to find the most qualified estate planning attorney for the job, but also someone who is caring and supportive, someone with whom you are compatible, someone you can trust. After all, you will be sharing some private details about...
Estate Planning Blog – Surprenant, Beneski & Nunes
“Irrevocable” Doesn’t Always Mean “Unchangeable”
For starters, a revocable trust is a changeable, amendable, revocable document. The opposite is not true: It is not true that all irrevocable trusts cannot be changed. This article seeks to briefly explore some examples of the types of irrevocable trusts that can be altered, in what way, and why drafting for...
Frequently Asked Questions Regarding Social Security Benefits
Written By Attorney Erin L. Nunes, Esq., Partner
Continue reading…
Q: Mary asks, “My husband passed away last month. How do I handle notifying Social Security that he has passed?”
A: Social Security should be notified as soon as possible when a person dies. In most...
Major Reasons to Estate Plan as an 18-year-old
Reaching the age of 18 is a milestone, considered to be the beginning of young adulthood. For those who are just turning 18, this is a time for declaring independence and taking control of your own life. What many 18-year-olds don’t realize is that one major way of taking control of your...
What to Consider When Choosing a Trustee
Choosing a trustee to manage your funds, invest them wisely and distribute them when necessary is best made after careful consideration. Since you will be using a skilled estate planning attorney to establish the trust, that individual will be a good person with whom to discuss this important decision. If you are...
Reasons Medicaid/MassHealth Applications get Denied
When you require the long-term care that Medicaid (known as MassHealth in Massachusetts) provides, it can literally be a lifesaver. Unfortunately, a significant percentage of claims for these services are denied which is especially disheartening when your health or the health of a loved one is on the line.
First Steps to Take When Handling the Estate of a Loved One
A loved one’s death, even if expected, can be overwhelming, logistically as well as emotionally, especially if you are the designated personal representative, also known as the executor. Now is the right time to consult with a well-respected probate attorney who will guide you through the process of handling the estate...
Estate Planning for Single Parents
It is estimated that approximately 25 percent of households with children under the age of 18 are headed by single parents. First and foremost, single parents are concerned about providing for their children’s futures. An important aspect of that planning is to consider an estate plan so that their children are protected...
Protecting Your College Student with Estate Planning
Despite the fact that once they’re officially an adult and you’re no longer legally responsible for them, most college students need guidance in navigating some of the legal aspects of adulthood. The good news is you can help your child with their Estate Plan, so they’re set up for the unexpected when...
How Not To Be Taken By Charity Scams
One of the reasons it’s important to have a reliable, skilled estate planning attorney is to protect your assets from scam charities so you can be sure that your generosity is guided into the proper channels.
If you live in Southeastern Massachusetts or Cape Cod, the well-respected lawyers of...