By Erin L. Nunes, Partner at Surprenant & Beneski, P.C.
National Estate Planning Week, October 21-27, 2024, offers an ideal opportunity to reflect on your personal and financial goals and ensure your legacy is protected. As...
Case Study: The Importance of Early Estate Planning
Case Study Prepared by Silvia Sales, MassHealth Case Manager
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Client Background:
A husband and wife sought legal advice due to the wife's need for in-home care. Neither spouse had previously considered estate...
Power of Attorney vs. Health Care Proxy: What’s the Difference?
When thinking about your future, it’s natural to want reassurance that your wishes will be respected, both financially and medically. The Power of Attorney and Health Care Proxy are two ways you can make sure that the people you trust can step in and make decisions on your behalf if needed. Although...
What Is a Pour-Over-Will and When Is it Useful?
A pour-over will acts as a safety net in estate planning. It ensures that any assets not included in your trust during your lifetime are transferred into it after your passing. This tool seamlessly complements a living trust by capturing any missed assets and directing them to their intended destinations. This method...
Funeral and Burial Planning: Should It Be Part of Your Estate Plan?
Planning for the future involves more than inheritance; it encompasses preparing for all aspects of life, including mortality. One frequently overlooked but crucial aspect of estate planning is funeral and burial planning which includes variations on that theme, such as cremation and celebrations of life. If you are in Southeastern Massachusetts, now...
Preventing Inheritance Disputes in Blended Families
At Surprenant & Beneski, P.C., we know that estate planning for blended families demands special attention, not only because of the complexity of the family structure but because disputes pertaining to inheritance are more likely to occur. If you are a member of a blended family in Southeastern Massachusetts, contact our knowledgeable...
What Assets Are Exempt from Probate in Massachusetts?
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...