Estate Planning Blog – Surprenant, Beneski & Nunes

How to Survive Taking Care of Elderly Parents

Caring for aging parents is one of the most meaningful and difficult roles many of us take on. It often arrives suddenly, without much time to prepare, and brings a mix of emotions, responsibilities, and stress. If you’re in the middle of this journey, or just beginning it, know that you’re not...

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Best Ways to Leave an Inheritance for Your Children

Planning how to leave an inheritance for your children isn’t just about passing on money. It’s about making sure your hard-earned assets are protected, passed on efficiently, and used in a way that supports your children’s long-term well-being. Whether your goals include reducing taxes, avoiding court, or guiding your children toward responsible...

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When Should I Hire an Elder Law Attorney?

There’s no perfect time to start planning for the future—but there are key moments when legal guidance can make things smoother, safer, and less stressful. Whether you're thinking about your own care or looking out for a loved one, working with an elder law attorney early on can help you stay...

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When to Talk to Your Parents About Long-Term Care

Bringing up long-term care with your parents isn’t easy. It can feel awkward, emotional, and sometimes even unnecessary—especially if your parents are still relatively independent. But waiting until something happens can leave you scrambling. When we plan ahead, we’re more likely to honor our parents’ wishes and reduce stress during already difficult...

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Strategies for Avoiding Estate Taxes

Planning for the future means thinking about what you’ll leave behind—not just for your loved ones but also for the IRS. Estate taxes can take a significant portion of your assets if you don’t prepare. Fortunately, there are time-tested ways to reduce or even avoid estate taxes entirely. At Surprenant, Beneski &...

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Alternatives to Wills and Trusts

When most people think about estate planning, they picture a will or a trust. But those aren’t your only options. Depending on your situation, there may be other ways to transfer your assets that are simpler, faster, and just as effective. These tools can help you avoid probate and give you more...

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The Difference Between Medicare, Medicaid, and MassHealth

Healthcare coverage isn’t one-size-fits-all. Some programs are designed for older adults, while others focus on those with limited income or specific medical needs. Medicare, Medicaid, and MassHealth each have different eligibility rules and benefits, which can make it difficult to determine where you fit in. For Massachusetts residents, MassHealth provides additional coverage...

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