We’re all aware that it is better to begin projects during a period of calm rather than turmoil when decisions can be made thoughtfully and without pressure. Nonetheless, there are times when all of us find ourselves in dire need of a skilled professional; whether it's a doctor, a plumber, or even...
Common Estate Planning Questions
Exactly what is my “estate”?
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Many people associate the word “estate” with a large house or mansion (one of the word’s other meanings) but in terms of estate planning “estate” means the assets left by a person at death. These assets may include:
Estate Planning for Singles
Just as many people erroneously believe that estate planning is only for the elderly or the very wealthy, many fail to recognize that estate planning for singles is different than estate planning for couples. Since, according to the U.S. Census Bureau, nearly half of the nation’s population is unmarried, this misconception...
Forbes Article: The Unique Estate Planning Needs Of The Unmarried
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...
How Will a Large Inheritance or Windfall Affect my Estate Plan?
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...
Dos and Don’ts for Trustees
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....
Estate Planning Is Not a Scary Proposition
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,...
What if My Primary Beneficiary Predeceases Me?
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...
What Should I Bring to My First Meeting with my Estate Planning Attorney?
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...
Why Estate Planning is Important
Daniel M. Surprenant, Managing Partner, CELA
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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...