Owning and managing a small business on a day-to-day basis is no easy matter. Too many small business owners feel so pressed for time that they delay when it comes to estate planning, not realizing that such planning helps to ensure the future of the business they worked so hard to build....
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...
Updating Your Estate Plan After Your Spouse’s Passing
Whenever the death of your spouse occurs, it is a life-altering trauma. At Surprenant & Beneski, P.C., our capable, caring estate administration attorneys have spent decades assisting clients throughout Southeastern Massachusetts and Cape Cod in updating their estate plans after a spouse’s death. Contact us now so we can help you...
Can You Help Team S & B Get More Seniors Access to Long Term Care In Their Homes?
Update from Attorney Daniel M. Surprenant
The Massachusetts chapter of the National Academy of Elder Law Attorneys, (“MassNAELA”) has filed legislation to correct a significant problem facing our seniors. The problem is related to Medicaid, also known as MassHealth. MassHealth has many programs available to help seniors stay at...
Test Your Estate Planning Knowledge
by Attorney Rebecca S. Spinner
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How much do you know about estate planning? How prepared are you and your family? Take this short quiz to test your knowledge and perhaps learn something new!
Question #1
True or false? You must name the same...
Why Not Combine Tax Time With Estate Planning?
Since preparing to pay your taxes is time-consuming and requires thoughtful organization, it can be the perfect time to also work on your estate plan with a competent estate planning attorney. In Southeastern Massachusetts and Cape Cod, the accomplished lawyers of Surprenant & Beneski, P.C. are eager to help you use the...
Documents You Should Bring When Meeting with Your Estate Planning Attorney
When it comes to estate planning, many people procrastinate. One of the reasons for this is anxiety about the logistical legwork necessary for the estate planning process. For the inexperienced, even the gathering of necessary documents for the initial meeting with your estate planning attorney can be daunting.
Why You Should Have an Incapacity Plan in Place
When you are young or middle-aged, the need for an incapacity plan may seem distant and unreal. At Surprenant & Beneski, P.C., our estate planning attorneys often assist Southeastern Massachusetts clients who are focused on growing and protecting their assets and planning for a comfortable retirement but don’t (at first) see...
Estate Executor vs. Estate Administrator
The major difference between an Estate Executor, otherwise known as Personal Representative, and an Estate Administrator is that the former is personally chosen by the deceased in their will, while the latter is appointed by the court if the deceased has died intestate (without a will). Whether you are named for...
New Year’s Resolutions for Seniors
New Year’s resolutions are a way to start off the New Year right. Usually, they have to do with improving ourselves. Whether it is to lose weight, exercise, learn a new skill, etc. More often than not, the resolution only lasts a few weeks or a couple of months. Here is an...