In January, the Social Security Fairness Act was signed into law. This new law allows retired public servants such as teachers, firefighters, police officers and others who have paid into Social Security for years to collect on those benefits blocked previously by legislation that has now been...

Keeping Your Wishes Current: Why Regular Updates and Essential Documents Matter
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:
Unlock Your Peace of Mind: Maximize Your Estate Planning Consultation with Our Preparation Worksheet
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...
Millennial Estate Planning: Protecting Digital Assets and Online Businesses
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...

Navigating Uncertain Times: Estate Planning for the LGBTQ+ Community
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...

Estate Planning Considerations for the Sandwich Generation
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...

An update on the Social Security Fairness Act from Attorney Wendy W. Weston
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...

Overwhelmed by Estate Planning? Start Here!
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...

New Year, New You: Updating Your Estate Plan for Recent Life Changes
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...

Planning Ahead for 2025 Medicaid and Long-Term Care Costs
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