Managing digital assets has emerged as a critical part of estate planning. At Surprenant & Beneski, our estate planning attorneys have many years of experience managing and preserving digital assets for clients throughout Southeastern Massachusetts, Cape Cod & the Islands. Contact us now to discuss how we can help manage...
Estate Planning Checklist for the New Year
Review your existing estate planning documents. If you already have an estate plan, review it to make sure it is still up to date and reflects your current wishes. This includes your will, trust, and any other estate planning documents.
Make necessary updates to your estate planning documents. If...
Understanding Competency in Massachusetts Estate Planning
Because estate planning decisions and documents are weighty and often life-altering, the competence of those making these decisions and signing these documents is central to the process. In other words, the law requires that the person signing a will, trust, durable power of attorney, or other estate planning document has the...
Major Changes Have Come to Massachusetts Estate Tax Limit in 2023
Changes in Massachusetts estate tax laws are noteworthy for anyone in the state who has an existing estate plan or is working with a qualified estate planning attorney to create one. For those who are personal representatives or beneficiaries of individuals who died after October 4, 2023, these changes demand more immediate...
Family Heirlooms: Discussing Personal Property Distribution During the Holidays
As families gather during the holidays, it’s a season filled not just with joy, but also an opportunity for meaningful discussions about the future of cherished family heirlooms. These conversations, while delicate, are crucial for ensuring that treasured items are passed down according to your wishes. In this context, we'll explore how...
Can I Plan for Nursing Home Expenses in My Estate Plan?
As estate planning attorneys in Massachusetts, we understand that planning for the future involves addressing some challenging questions. One such question is how to manage the potentially high costs of nursing home care. It's a concern for many as they age, and rightfully so. In this blog, we'll delve into effective...
Start the New Year by Securing Your Future — Take the First Steps to Creating a Strong Estate Plan
As the New Year begins, it's time to think about securing your future and that of your loved ones. Creating an estate plan can be a vital step in ensuring that your wishes are honored and your assets are distributed according to your wishes. If you live in Southeastern Massachusetts, the accomplished...
New Years is a Perfect Time for Estate Planning
The new year is a great time to reflect on your life and make plans for the future. This includes planning for your estate and your legal needs. Estate planning is the process of creating a plan for what happens to your assets and property after you die. Elder law is the...
Family Gatherings: An Opportunity to Review Your Estate Plan With Family
At Surprenant & Beneski, we are aware that during the recent holiday season, families across Southeastern Massachusetts came together to celebrate, share stories, and create memories. These gatherings also presented a unique opportunity for some families to discuss important family matters, such as estate planning.
All family gatherings,...
Estate Planning for Snowbirds: What To Consider
For many individuals and couples, the ideal retirement includes two homes — one in their original northern state, familiar and cozy, and one in a warm southern clime in which to relax and avoid the chill and inconvenience of a northern winter. Thus, they choose to become “snowbirds,” traveling back and forth...