Estate Planning Blog – Surprenant, Beneski & Nunes

An older woman and a younger woman discuss finances, looking at a paper with a laptop nearby.

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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Elderly couple sitting with daughter

Can My Parent Who Has Dementia Sign a Legal Document?

When a loved one begins to show signs of dementia, one of the first questions many families ask is: “Can they still sign legal documents?” The answer depends on the person’s mental capacity at the time the document is signed. In Massachusetts, mental capacity isn’t judged by diagnosis alone—it’s about whether your...

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