We are here to help! With those who need us in mind, we’ve made it easier and safer.
We remain ready, able, and prepared to serve our clients or anyone who needs estate planning or elder law services during this uncertain time of the Covid-19 crisis.
Dear valued clients, business associates and friends,
At Surprenant & Beneski, PC, the health and safety of our clients—and business associates— is our highest priority. Given the growing concerns surrounding the Covid-19 Coronavirus outbreak, we want to share with you the steps we are taking to protect you and...
There has been so much news lately about preparing for the potential spread of the COVID-19 virus. Most of those reports talk about avoiding large gatherings, what will happen if schools close, buying supplies etc. One item I haven’t seen discussed is...
For those of you who have not heard, on January 5th, 2020 I suffered a heart attack which landed me in Charlton Memorial Hospital. On January 8th, as my blockage was too severe to handle with stents, I underwent quadruple bypass surgery. I’m...
The SECURE Act became law on December 20, 2019. SECURE stands for the Settling Every Community Up for Retirement Enhancement Act of 2019. Taking some time to understand what this law does and how it might affect you could help you plan better for your retirement. The SECURE Act...
Choosing your personal representative or executor in Massachusetts is extremely important. A personal representative is a person you name in your will who will become responsible for managing your estate after your death. They will protect your property and manage your property after you’re gone. The purpose of taking the time to...
Many estate planners have a plan for who will receive their house, family heirlooms, and monetary assets, but many don't consider what will happen to their digital assets. In our tech-savvy society, assets can be as valuable and lucrative as traditional assets, such as homes and property.
Digital...
Family-owned businesses play a huge part in our local and national economy. There are 5.5 million family-owned businesses in the United States. Family businesses employ over 98 million people and account for 58 percent of the United States’ gross domestic product (GDP)....
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE...
Buying a house is often the largest purchase a person will make in his or her lifetime. The median cost of a single-family home in Massachusetts was just over $400,000. Most Americans take out a 15 or 30-year mortgage when they purchase...
