When planning your estate, knowing which assets are exempt from probate is important. In Massachusetts, certain assets skip the probate process entirely, making the transfer to your beneficiaries quicker and more efficient. These exemptions can help ease the burden on your loved ones during a difficult time. At Surprenant & Beneski, P.C.,...
Estate Planning Considerations for Owning a Home While on MassHealth
Owning a home while on MassHealth presents unique challenges and opportunities. How can you ensure your home remains protected while complying with MassHealth requirements? In this blog, we'll explore effective strategies for safeguarding your property and maintaining your benefits. Whether you're considering irrevocable trusts, life estates, or other options, understanding the implications...
6 Estate Planning Essentials for Parents of Minor Children
Being a parent of minor children requires not only patience, attention, and affection in the present, but careful strategizing for the future. This is where estate planning comes in. If you live in Southeastern Massachusetts and are a parent of minor children, contact Surprenant & Beneski, P.C. today for skilled guidance in...
Is a Trust Better Than a Will?
Have you ever wondered whether a trust or a Will is better for your estate planning needs? Many people face this dilemma when considering how to protect their assets and ensure their wishes are honored. Each option has its unique benefits and drawbacks, and choosing the right one can significantly impact how...
Estate Planning Steps You Should Take After Having a Child
Welcoming a new child into your family is exciting and joyous! It also makes you aware of the heavy responsibility that comes with being a new parent, and should make you eager to secure your child’s future through estate planning. At Surprenant & Beneski, P.C., our experienced attorneys understand the importance of...
What to Know About Massachusetts Personal Representative Fees
At Surprenant & Beneski, P.C., our clients often ask questions about the role of personal representatives (aka executors or PRs) in the process of estate planning. Many of our clients also want to know whether PRs must be paid for their services and, if so, whether they must be paid a specific...
Transferring Your Home to a Beneficiary Prior to Death vs. Leaving It in Your Will
Deciding how to pass your home to your beneficiary is a significant and personal decision. You can either transfer ownership while you're still alive or leave it to them in your will. Each option comes with its own set of benefits and challenges, from tax implications to maintaining control over the property....
Estate Planning for Vacation Homes and Timeshares
Owning a vacation home or timeshare can be a dream come true, offering an escape from the hustle and bustle of everyday life and a sanctuary for making lasting memories with loved ones. Still, ensuring that these assets are seamlessly integrated into your estate plan is essential for preserving their value and...
Special Considerations for LGBTQIA+ Seniors in Estate Planning
At Surprenant & Beneski, P.C., we have an unflagging commitment to inclusivity, both as estate planning attorneys and as members of the community. For decades, we've proudly served LGBTQIA+ seniors throughout Southeastern Massachusetts. With LGBTQIA+ seniors, as with all our clients, we make it a priority to tune into both their universal...
Understanding MassHealth Eligibility: Income and Asset Limits
As individuals age, planning for long-term care becomes increasingly urgent since most seniors will require long-term care at some point during their lifetimes. MassHealth, Massachusetts' Medicaid program, offers vital support for seniors requiring long-term medical care, but navigating MassHealth eligibility can be logistically complicated and emotionally taxing.
At...