Estate planning discussions often give the impression that every senior in America is married with two or more kids. That’s not true, of course, and those who do not fit the profile need estate planning guidance at least as much as the stereotypical couple does.
Unmarried people should put a...
It seems like a nice problem to have — how should I handle all that extra money? Even so, a large inheritance or another type of windfall can make for some serious and complicated decision-making. Having a knowledgeable estate planning attorney to guide you can be invaluable.
Depending on...
At Surprenant & Beneski, P.C., our trust attorneys have extensive experience drafting and executing trusts for clients throughout Southeastern Massachusetts and Cape Cod. Trusts may be testamentary, revocable, or irrevocable. Their purposes are variable — e.g. avoiding probate or excessive taxation, protecting individuals with special needs, and providing for charitable contributions....
The number one reason many people do not have estate plans is that they are frightened by the thought of discussing a future that includes their own mortality. They need not worry. Estate planning is anything but anxiety-producing. When handled by competent professionals like the estate planning attorneys of Surprenant & Beneski,...
This question can be a troubling one. Although the odds are in your favor that your wishes will be able to be carried out as stated in your will and/or established in your trust(s), there is always the rare but real possibility that the person you intended to leave your worldly goods...
If you are overwhelmed by the thought of gathering the details and documents necessary for your first meeting with an estate planning attorney, take a deep breath. An experienced professional in the field will put you at ease, whether you’ve done any previous homework or not. It’s a good idea, however, to...
Essentially, estate planning is the process of determining, through legal guidance and documents, who will receive your hard-earned assets. Estate planning is very important because it also determines how your life savings, home and personal items will be spent or saved during...
The following is a list of important documents that you should have organized and kept together in a safe place. These documents are important to have not only for estate planning but also in times where you may need them such as incapacitation or death, moving, or even in catastrophic events such...
For most of us, our home is our most significant asset and we want to be able to pass it on to our children. Not everyone is aware, however, that there are several ways to do this. In order to understand which method is best for you, consult with a knowledgeable estate...
Written by Attorney Erin L. Nunes, Partner
I get it! No one wants to talk about Estate Planning. That’s the #1 reason why it doesn’t get done. The 2nd reason estate planning doesn’t happen is because no one knows where to start. Let me tell you that it actually...
