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.
Estate Planning Blog – Surprenant, Beneski & Nunes
What is Probate and Why You Want to Avoid It
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...
New MassHealth Estate Recovery Regulations
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...
Guest Blog Series, Part 2: A Journey to the Well of Presence
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...
Guest Blog Series, Part 1: Imagining and Reimagining
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...
Weddings, Wills and More!
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...
Common Questions About Retirement
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...
End-of-Life Documents We All Need
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...
Do You Need a Spendthrift Trust?
You may wonder whether you should have a spendthrift trust. The answer may very well be Yes since a significant number of us have loved ones with problems handling money. In many cases, their financial instability is linked to other problems and may be accompanied by difficulty in keeping a job...
The Sandwich Generation: How to manage if you find yourself here
Did you know that a staggering 47% of adults in their 40s/50s are providing care to a parent 65 + years old while also raising their own small child or helping to support their young adult child? This increasingly common group has been coined the “sandwich generation” to describe adult children who...