If you are considering creating a special needs trust for a loved one, you’re in good company. More families than you may realize have at least one member who is disabled physically, intellectually, or emotionally and requires extra foresight when it comes to matters of estate planning. Below are some common questions...
Estate Planning Blog – Surprenant, Beneski & Nunes
How to Safely Check in on Seniors During the COVID-19 Pandemic
As dedicated elder care lawyers serving Southeastern Massachusetts, we always look out for seniors. During the coronavirus pandemic, we are especially concerned for the health and well-being of those most vulnerable to COVID-19 and we know that you, their loved ones, are too. Since we all want to protect our older...
Important Questions About Business Succession Plans
If you, like the vast majority of business owners in the U.S., own a family business, you have no doubt given thought to what will happen to your pride and joy company in the long-term. A skilled business succession/estate planning attorney will help you in your quest to ensure your business’s...
Why It’s Important to Review Your Estate Plan
So, you have finally gotten around to the task of planning for the future by working with an experienced estate planning attorney and you’re feeling responsible and self-satisfied. Before you get too cocky, however, remember that your estate plan will have to be reviewed on a regular basis -- typically every...
Your New Year’s Legal Check-up
Written By: Attorney Erin L. Nunes, Esq.
Thankfully, a New Year is here, and with it comes a host of resolutions. A Neilson survey found that the top goals for the new year included: 1) staying fit and healthy, 2) losing weight, 3) enjoying life to the fullest, 4)...
AARP Article: How to Stop Stalling On Getting a Will and Estate Plan
Simple, essential steps for putting your affairs in order
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Written by Sarah Mahoney and Sheila Anne Feeney
The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing — or rewriting — their wills. But millions of...
SSA Article: So You’ve Lost Your Social Security Card
Losing important documents is frustrating, especially something as important as your Social Security card.
You’ll want to consider whether you really need to get a replacement card. Knowing your number is what’s important, after all. You’ll rarely need the card itself — perhaps only when you get a new...
CNBC Article: Former Zappos CEO Tony Hsieh died without a will, reports say. Here’s why you should plan for your own death
Estate planning, which includes drawing up a will, does not only apply to wealthy people.If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.Some assets need to be addressed separately, including retirement accounts and life insurance.
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USA Today Article: Don’t leave grieving relatives searching for your passwords
Here's how to organize your digital life before you die
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There was a time when you didn’t worry much about your email account, or the website you bought years ago, or your usernames and passwords for various financial and other accounts.
But now you do....
Kiplinger Article: Should I Start Gifting Money (or Even My House) to My Kids?
As for giving away your money while you’re still alive to see it go to the ones you love, there are pros and cons to think about. But when it comes to your house, giving that away is probably a really bad idea.
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When thinking about estate planning,...