Estate Planning Blog – Surprenant, Beneski & Nunes

Guest Blog Series, Part 3: Big C and little c

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Dawn Sully Pile is an author, speaker and hybrid coach/consultant whose passion is people. Whether working with children or adults, her intention is to be a catalyst for imagining new perspectives and possibilities and to step into them with courage. 

Dawn is a Certified Professional Co-Active Coach and also...

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Transferring Property Upon Your Death

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There are essentially five ways an individual can transfer property to their loved ones upon their death. Depending on the age of the persons who will be receiving property or the dynamics among family members who are receiving the property, it is important to choose your method of transfer very carefully.

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What is Probate and Why You Want to Avoid It

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Probate is a court process to settle an estate after someone dies. There are two types of probates. The first is interstate probate. For example, if someone dies without a Will, then they are “intestate” and a court has to decide what happens to their property. The second type is testate...

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New MassHealth Estate Recovery Regulations

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A message from Attorney Dan Surprenant, Esq., CELA:

You may have recently received notification of changes to the MassHealth Estate Recovery policy. We are reaching out to provide you with more information and to offer our assistance.

What is MassHealth Estate Recovery?

Federal...

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Weddings, Wills and More!

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Traditionally, June is the most popular month for weddings and is probably what perpetuates the term “June Bride.” If you are planning upcoming nuptials or have recently been married, you know how much planning goes into a wedding. Couples take great care in planning every detail from the flowers to researching the...

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man in retirement

Common Questions About Retirement

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For the vast majority of people, retirement is a one-time occurrence that typically occurs relatively late in life. Not having had the experience, they wonder (and sometimes worry) about what their post-work existence will be like and how they should prepare for it. If you share these concerns and reside in Southeastern...

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elder viewing end-of-life documents

End-of-Life Documents We All Need

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When you’re a young adult or middle-aged, it may seem unnecessary or impractical to think about end-of-life documents when the probability of your death seems far away. Nonetheless, when you contact your Massachusetts estate planning attorney to begin protecting your assets and preparing for retirement, she or he will no doubt...

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