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...
Why Do I Need a Trust If I’m Not Wealthy?
Although many people associate trusts with having a large estate, trusts can serve several important purposes for middle-class individuals and families. The best way to find out if one or more trusts can be beneficial for you is to consult with a knowledgeable trust and estate attorney. If you live in...
Estate Planning Priorities for Singles
According to Pew Research Center, nearly a third of U.S. adults are single, yet in many ways this population is underserved. At Surprenant & Beneski, P.C., our estate planning attorneys understand the distinct needs of single clients, and tailor our services to meet them. If you are a single person who...
Tips on How to Downsize When You’re a Senior
Moving to a new home, even when you’re excited at the prospect, is accompanied by a good deal of stress, especially when you’re an older person. So much to think about — selling, buying, leasing, or renting property, deciding how to approach downsizing, and trying to coordinate and organize the complicated physical,...
How to Avoid Estate Planning Mistakes
The two most important mistakes you can make when it comes to estate planning are [1] not engaging in the process at all and [2] not using a skilled, well-versed estate planning attorney to complete the task.
It is easy to see the downside of not planning for...
Estate Planning for Snowbirds
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...