As every parent knows, a new baby changes everything -- not only your daily routine, your sleep patterns, and your center of focus, but how you view the future that now includes this wonderful new person. Lots of alterations have to be made to your home, your car, and the essential documents...

What About Medicare?
Medicare is the federally funded and administered health insurance program primarily designed for individuals age 65 or older. There are limited long-term care benefits that are available under Medicare. In general, if you are enrolled in a...

Estate Planning for Singles
In the recent past, it has become increasingly common for people to decide to remain single, whether as young adults, divorcé(e)s, widows, or widowers. Fortunately, in this day and age, this is a perfectly reasonable, acceptable decision.
At Surprenant & Beneski, P.C., we have extensive experience planning the estates...

Think you don’t need asset protection? Think again.
One of the rumors that seem to continue to grow on the estate planning grapevine is that you only need asset protection if you are a high-net-worth individual. In fact, the opposite is sometimes true because those with high assets typically have been well-advised to keep their assets safe.

Estate Planning for an Inheritance or a Windfall
While much of estate planning is designed to protect us from the negative impact of misfortunes like incapacity or premature death, keen estate planning attorneys are just as concerned with protecting us if we hit the jackpot. If you reside in Southeastern Massachusetts or on Cape Cod, the accomplished attorneys of...

Kiplinger Article: What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are Gone
Many estate planners believe that their job is done...

Why Choose Surprenant & Beneski, P.C.
By Dan Surprenant, Esq., CELA
As one of the managing partners at the firm, along with my sister, Michelle Beneski, I thought it would be helpful for me to share the reasons we are qualified in the specialty of Elder Law and what that means for prospective clients. I...

Estate Planning for Teachers
To say the last year and a half has been a challenge would be the understatement of the century. So many have stepped up to help others and to give a sense of normalcy in such an abnormal time. One group of people especially come to mind: teachers.
Children...

Make Sure Your Beneficiary Designations Match Your Estate Plan
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan.
When you open up an investment...

I don’t have a large estate. Do I need an estate plan?
An estate plan goes much further than a will. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs. You should always consult an estate planning attorney to discuss your unique situation...