Choosing your executor (personal representative) is an important part of the estate planning process. After all, this is the individual who will be taking care of all the logistical matters surrounding your will and seeing to it that your final wishes are carried out. At Surprenant & Beneski, P.C., we...
Can I Exclude my Spouse from my Estate?
Sometimes for various reasons, a person doesn’t want to leave any property to his or her spouse. Massachusetts like most states has a law designed to protect a surviving spouse from being impoverished. The law allows a surviving spouse to claim a portion of the estate despite the provisions of the deceased...
CNBC Article: Estate planning for LGBTQ+ families is crucial. Here’s what you need to do
By Michelle Fox
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Everyone should have an estate plan. For LGBTQ+ families, it may be even more critical.
Members of the LGBTQ+ community are less likely to be married or they may have children where only one partner is the biological parent, said Gina Nelson,...
Transferring Property Upon Your Death
There are essentially five ways an individual can transfer property to their loved ones upon their death. Depending on the age of the persons who will be receiving property or the dynamics among family members who are receiving the property, it is important to choose your method of transfer very carefully.
Weddings, Wills and More!
Traditionally, June is the most popular month for weddings and is probably what perpetuates the term “June Bride.” If you are planning upcoming nuptials or have recently been married, you know how much planning goes into a wedding. Couples take great care in planning every detail from the flowers to researching the...
End-of-Life Documents We All Need
When you’re a young adult or middle-aged, it may seem unnecessary or impractical to think about end-of-life documents when the probability of your death seems far away. Nonetheless, when you contact your Massachusetts estate planning attorney to begin protecting your assets and preparing for retirement, she or he will no doubt...
The Sandwich Generation: How to Manage if You Find Yourself Here
If you’ve ever rushed from a parent’s doctor appointment to your child’s school event, you’re not alone. Millions of adults are caught in the middle—caring for aging parents while still supporting their own children. It’s a role filled with love and purpose, but it also comes with exhaustion, financial strain, and endless...
Legal Planning for Individuals with Memory Loss
Creating a plan for your future in the early stages of the disease to ensure your wishes are met can be empowering. The sooner legal plans are established, the better prepared you and your family will be! It is nor-mal to feel overwhelmed by the details of legal planning, but remember that...
ElderLaw Answers Article: Medicaid Recipients Have a Little More Time to Spend Down Their Stimulus Money
The one-year deadline for nursing home residents on Medicaid to spend down their first round of stimulus checks is here, but they may have a little extra time.
In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act authorized $1,200 stimulus checks to most Americans, including Medicaid...
The Benefits of Estate Planning (Part II): Plan Ahead for Proactive Aging
By Attorney
Erin L. Nunes, Esq.
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Erin L. Nunes, Esq.
Why Experts Say It Is Important to Start Your Plan Now
As aptly stated by the long-term care experts at the Mayo Clinic, “If you're considering long-term care options for...