For many individuals and couples, the ideal retirement includes two homes — one in their original northern state, familiar and cozy, and one in a warm southern clime in which to relax and avoid the chill and inconvenience of a northern winter. Thus, they choose to become “snowbirds,” traveling back and forth...

Estate planning is a critical process that ensures your assets are distributed according to your wishes after you pass away. At Surprenant & Beneski, our estate planning attorneys are often asked whether it’s wise to leave everything to a spouse. Like estate planners everywhere, our clients throughout Southeastern Massachusetts, want to...

Estate planning is a critical step in ensuring the well-being of your loved ones. It is also the surest means of securing your legacy. Like other significant steps you will take in your life, planning your estate requires the advice of those who have knowledge, expertise, and experience in this particular area....

Estate planning is often a topic shrouded in hesitation and uncertainty, especially for our aging parents. It’s natural to feel overwhelmed by the complexities of managing assets and future wishes. However, the absence of a well-structured estate plan can lead to unnecessary stress and confusion in an already emotional time. If your...

When a loved one dies and you are overwhelmed with grief, financial and legal matters requiring your attention are an additional burden. At Surprenant & Beneski, P.C., our Massachusetts estate planning attorneys routinely help clients prepare for such challenging periods by making sure that assets like bank accounts will be smoothly transferred...

According to the American Psychological Association, approximately 40 to 50 percent of first marriages, and 60 to 67 percent of second marriages, end in divorce. It is no wonder that many people involved in planning their estates worry about protecting the inheritance they leave their loved ones from being ravaged by...

According to a recent study, 60 percent of Americans do not have an estate plan in place. As National Estate Planning Awareness Week approaches (the third week in October), the attorneys at Surprenant & Beneski, P.C. are committed to raising awareness of the need for everyone to have an estate plan. 

A Message from Michelle & Dan

This October 17-23, we celebrate National Estate Planning Awareness Week. This week is a time to raise awareness about the importance of estate planning and to encourage everyone to create a plan for their future.

Estate planning is not just...