Making a charitable contribution is relatively easy. You can give cash, transfer stock options, or write a check to the charity of your choice. Giving to charities and receiving a tax deduction in return is a process that many Americans take part in every year. At Surprenant & Beneski, PC, our legal...
Coronavirus Legal Advice: Get Your Business and Estate in Order Now
Estate planning attorneys are getting mobbed with questions. So, here is some timely advice from three attorneys on what families and business owners should be doing to prepare in case the unimaginable happens.
Continue reading…
By H. DENNIS BEAVER, ESQ. | Author of "You and...
Is your estate plan prepared for COVID-19?
There has been so much news lately about preparing for the potential spread of the COVID-19 virus. Most of those reports talk about avoiding large gatherings, what will happen if schools close, buying supplies etc. One item I haven’t seen discussed is...
My Heart Attack and Bypass Surgery
Attorney Dan Surprenant
Continue reading…
For those of you who have not heard, on January 5th, 2020 I suffered a heart attack which landed me in Charlton Memorial Hospital. On January 8th, as my blockage was too severe to handle with stents, I underwent quadruple bypass surgery. I’m...
How to Choose a Personal Representative in Massachusetts
Choosing your personal representative or executor in Massachusetts is extremely important. A personal representative is a person you name in your will who will become responsible for managing your estate after your death. They will protect your property and manage your property after you’re gone. The purpose of taking the time to...
SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE...
How Does Buying a House Affect Estate Planning?
Buying a house is often the largest purchase a person will make in his or her lifetime. The median cost of a single-family home in Massachusetts was just over $400,000. Most Americans take out a 15 or 30-year mortgage when they purchase...
Three Reasons Young Families Need an Estate Plan
Young families today are busier than ever. Between work, school, after after-school activities, it can be hard to sit down and find the time to think about the future. Thinking about what would happen to your kids if you die is difficult but necessary. Young parents should consider whether or not...
5 New Year Estate Planning Tips
The beginning of a new year is a wonderful time to plan for the future. In addition to thinking about resolutions for the New Year, why not take some time to think about your estate planning goals? No matter your age, having an estate plan is essential. Whether you already have...
Dangerous Secrets: The Importance of Coming Clean During Estate Planning
Estate planning is a personal process. Though people may speak of it as tedious and time-consuming, with the right estate planning attorney it is an intriguing self-exploration of your past and a satisfying master plan for your future. While the documents your lawyer drafts may sound dry, the material they contain...