Life is rarely static. Relationships evolve, families grow, and circumstances change. An estate plan, designed to ensure your wishes are carried out after you're gone, should reflect these changes. Here's why regularly updating beneficiaries and reviewing your estate plan every 3-5 years is crucial:
Estate planning. It's a task that often lingers on our to-do lists, pushed aside for "more urgent" matters. But the truth is, few things are more important than ensuring your loved ones are protected and your wishes are honored. At Surprenant & Beneski, P.C., we understand the hesitation, and we're here to...
Millennials have built a significant portion of their lives online. From cryptocurrency investments to social media accounts and digital businesses, these assets hold real financial and personal value. Yet, many people overlook them when thinking about estate planning. Unlike physical property, digital assets can be difficult for loved ones to access without...
Rebecca S. Spinner, Esq.
As an estate planning and elder law attorney,a member of the Board of Directors of the Massachusetts LGBTQ Bar Association, and as a member of the LGBTQ+ community myself, I am acutely aware of the unique concerns and challenges we face, particularly in the...
Balancing the responsibilities of caring for aging parents while raising children can bring unexpected challenges. Many in this position find themselves pulled in multiple directions, often struggling to manage competing demands on their time, energy, and finances. Amid the challenges, it’s easy to overlook the importance of planning for the future. Taking...
Are you or a loved one a retired public servant such as teachers, firefighters, police officers and others who have paid into Social Security for years?
For over 40 years legislation has been in place that capped or excluded their claiming of the benefits they paid into for so...
One of the most common reasons people delay estate planning is the sheer volume of decisions it seems to require. The good news? You don't need to have all the answers upfront.
Instead of feeling paralyzed by the...
The New Year is the perfect time to take stock of your life and make meaningful updates. While many focus on health goals or career aspirations, it’s equally important to ensure your estate plan reflects your current circumstances. Life is full of changes—marriage, children, new homes, or shifts in health—and your estate...
The new year is a great time to look toward the future and plan ahead regarding Medicaid and long-term care costs. Here’s what you need to know, and how a bit of foresight now can pay big dividends for your future.
The Importance of Planning for Long-Term Care
For some families, joint ownership offers a sense of security and simplicity. Sharing ownership of assets like property or bank accounts can mean that if one person passes away, the other has immediate access without needing court approval. It’s a practical way to handle certain assets and often appeals to those looking...
