Estate Planning Blog – Surprenant, Beneski & Nunes

Older woman working on her estate plan

Common Estate Planning Questions

Exactly what is my “estate”?

Many people associate the word “estate” with a large house or mansion (one of the word’s other meanings) but in terms of estate planning “estate” means the assets left by a person at death. These assets may include:

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Client sitting with estate planning attorney

Estate Planning for Singles

Just as many people erroneously believe that estate planning is only for the elderly or the very wealthy, many fail to recognize that estate planning for singles is different than estate planning for couples. Since, according to the U.S. Census Bureau, nearly half of the nation’s population is unmarried, this misconception...

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The Benefits of a Daily Money Manager

by Beth Carroll, CPA Cornerstone Money Management During the last two years of my mother’s life, she faced serious illness. The stress of my mom’s declining physical health was exacerbated by financial concerns about the future, such as the availability of financial resources to pay for her...
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Young woman helping older woman with her estate plan

Dos and Don’ts for Trustees

At Surprenant & Beneski, P.C., our trust attorneys have extensive experience drafting and executing trusts for clients throughout Southeastern Massachusetts and Cape Cod. Trusts may be testamentary, revocable, or irrevocable. Their purposes are variable — e.g. avoiding probate or excessive taxation, protecting individuals with special needs, and providing for charitable contributions....

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