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...
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...
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.
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...
Many estate planners believe that their job is done...
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...
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...
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...
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...
The key to a successful wealth transfer is maintaining clear communication. Estate planning attorneys can help when you wish to involve heirs in the planning stages in order to make the wealth transition easier.
Open Communication
Lack of trust or communication has squandered 60% of family fortunes, which...
