Deciding how to pass your home to your beneficiary is a significant and personal decision. You can either transfer ownership while you're still alive or leave it to them in your will. Each option comes with its own set of benefits and challenges, from tax implications to maintaining control over the property....
7 Ways To Safeguard Passwords & Digital Assets
At Surprenant & Beneski, P.C., where we serve clients throughout Southeastern Massachusetts, our estate planning attorneys are well aware of the importance of protecting not only your digital legacy but also your privacy and financial security. Contact us today to learn more about this important aspect of estate planning and other ways...
Gifting Appreciated Assets vs Gifting Cash: The Impact on Taxes and Asset Protection
At Surprenant & Beneski, P.C., our estate planning attorneys have been providing excellent legal counsel and representation to clients throughout Southeastern Massachusetts for many years. Among our areas of special focus are asset protection and minimizing tax liabilities, both of which can benefit from strategic gifting. In order to...
Feel Good About the Future: 5 Reasons to Tackle Your Estate Plan This February
Love is in the air this February, but did you know that taking care of your loved ones extends far beyond a box of chocolates? February, aptly named "Feel...
Feel Good February Starts with Feeling Secure! Learn How Estate Planning Can Protect Your Family’s Future
February is known as the month of love, but it can also be the month of security for your family. This Feel-good February, why not give your loved ones the ultimate gift of peace of mind by getting your estate plan in order?
An estate plan is more than...
Keeping Your Keys in the Right Hands: Trust Benefits for Real Estate in Massachusetts
We know the pride and joy homeowners feel when passing down their treasured properties. But what if the transfer process could be smoother, more secure, and less stressful for everyone involved? Enter the trust, a legal tool...
Managing a Decedent’s Digital Legacy: How to Handle Digital Assets
Managing digital assets has emerged as a critical part of estate planning. At Surprenant & Beneski, our estate planning attorneys have many years of experience managing and preserving digital assets for clients throughout Southeastern Massachusetts, Cape Cod & the Islands. Contact us now to discuss how we can help manage...
Benefits of Preparing an Inventory for Your Loved Ones Before Death
A primary reason for estate planning is to make life easier for your loved ones when you pass away. One of the ways to do this is to take a full inventory of your assets and keep it current. At Surprenant & Beneski, P.C., we have been successfully assisting clients from...
Asset Protection Strategies to Keep in Mind When Estate Planning
When you are involved in estate planning, a crucially important part of the process is protecting your assets. After all, unless your assets continue to be protected from the many risks that threaten your accumulation of wealth, you will have no estate to plan. At Surprenant & Beneski, P.C., our estate...
Are collectibles among your most valuable assets?
Many people begin collecting coins, stamps or other tangible property just because it’s fun to own and display. For some, though, collectibles are a form of long-term investment. If you already have a sizable, valuable collection in your possession, you should have it valued and then protect it as part of your...