Estate Planning for the LGBTQ+ Community

By Attorney Rebecca Spinner, Esq.

In 2015, the United States Supreme Court issued a decision in the landmark case, Obergefell v. Hodges, legalizing same-sex marriage in all 50 states. In the estate planning world, this means that LGBTQ+ couples that marry can now take advantage of all of...

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Special Needs Trust vs ABLE Account

At Surprenant & Beneski, P.C., we specialize in providing estate planning services to clients throughout Southeastern Massachusetts. Among the crucial tools in our estate planning arsenal are Special Needs Trusts (SNTs) and ABLE accounts, each designed to enhance quality of life for individuals with disabilities without compromising their eligibility for essential...

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Tax Considerations When Inheriting 401ks and IRAs

If you have recently inherited a 401(k) or an Individual Retirement Account (IRA), you may be the recipient of substantial financial assets. Unfortunately, however, you may also be facing unwelcome tax complications. At Surprenant & Beneski, P.C., our skilled estate planning attorneys are well-prepared to guide you through, refreshing your tax strategies...

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Avoiding Sibling Squabbles Over Keepsakes and Heirlooms

At Surprenant & Beneski, P.C., our estate planning attorneys know that when a loved one passes away, inherited keepsakes and heirlooms can be as important to beneficiaries as monetary inheritance. Because of the deep sentimental value of grandma’s wedding ring or grandpa’s violin, the distribution of keepsakes and heirlooms can, if...

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