Comedian Jerry Seinfeld once joked, “My parents didn't want to move to Florida, but they turned sixty and that's the law.” It’s funny because it seems like everyone becomes a snowbird once they retire. Thanks to old man winter here in Southeastern Massachusetts, a large number of retirees do flock like snowbirds...
Estate Planning Tips for Blended Families
According to Pew Research, more than 40 percent of American adults have a step relative and a sizable portion of American children are living in households with a stepparent, stepsibling or half-sibling. This is a statistic the estate planning attorneys of Surprenant & Beneski pay close attention to, since we are...
When Is the Right Time to Update Your Estate Plan?
Your estate plan helps you prepare for the future, but such preparation is based on present circumstances — and circumstances almost always change. At Surprenant & Beneski, P.C., we remind our clients to update their portfolios at 3-year intervals to keep up with the changes that may escape their notice. We...
Why You Should Implement an Asset Protection Plan when Estate Planning
Do you ever wonder why “asset protection” is such a common phrase in estate planning? This blog is to clarify why your assets need protection and from what. To put strong guard rails in place to protect assets you have worked so hard to accumulate, you need a sharp asset protection...
Long-term Care Planning with the help from a CELA
What is a CELA?
The National Elder Law Foundation (NELF) is the only national organization accredited by the American Bar Association (ABA) to certify practitioners of elder and special needs law. NELF’s Certified Elder Law Attorney (CELA) designation represents confirmation of a lawyer’s exceptional expertise in the practice of...
Estate Planning Awareness Week 2022 October 17 – 23
A message from Michelle & Dan
Continue reading…
In 2008, Congress determined that due to the importance and benefits estate planning has for Americans and their families, it was necessary to bring awareness to the cause. Since, the third week of October has been recognized as National...
Estate Planning for Parents with Minor Children
For many parents, starting a family is anxiety-producing as well as joyful since having children makes them aware of the weight of parental responsibility. They may wonder how their family would manage if they were suddenly injured, became ill, or passed away. That’s when having an experienced, dependable estate planning attorney...
Estate Planning Tips To Avoid Probate in Massachusetts
Probate is the process through which property is legally transferred when someone dies. It can be time-consuming, costly, and confusing, especially when the estate is of high net worth or is otherwise complicated. For this reason, many individuals and families seek astute estate planning attorneys to help them avoid probate. In...
Virtual Meetings
Since the beginning of the pandemic, we have been offering virtual meetings. Here are a few reasons people prefer them.
Time:
They’re far more efficient.Saves drive time.Easier to schedule – reduces the effort of scheduling your life around a meeting.Inclusivity:
Why Is Putting Off Estate Planning Until Retirement a Bad Idea?
More people than you might think put off estate planning until they are getting ready to retire or have already retired. This is a bad idea for a number of reasons that we will discuss, but basically an estate “plan” is a road map to the future so it makes sense to...