Discover unique graduation gift ideas that show your child their achievement is being taken seriously. In addition to the intrinsic monetary value of such a gift, it will help them begin to focus on the importance of being responsible in order to have a secure future. Surprenant & Beneski, P.C., an...
Spring Cleaning Tips for Organizing Your Estate Plan
Spring is a time of renewal and rejuvenation, a perfect opportunity to clear out the old and prepare for the new. This concept doesn’t just apply to your home or office but extends to all areas of your life, including your estate plan. At Surprenant & Beneski, P.C., we emphasize...
Special Needs Trust vs ABLE Account
At Surprenant & Beneski, P.C., we specialize in providing estate planning services to clients throughout Southeastern Massachusetts. Among the crucial tools in our estate planning arsenal are Special Needs Trusts (SNTs) and ABLE accounts, each designed to enhance quality of life for individuals with disabilities without compromising their eligibility for essential...
Spring Clean Your Estate: Don’t Let Your Plans Gather Dust!
By Attorney Erin L. Nunes. Esq., Partner
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The sun is shining, birds are chirping, and spring-cleaning fever is in the air. But before you tackle those cluttered closets and dusty shelves, there's another important area ripe...
Tax Considerations When Inheriting 401ks and IRAs
If you have recently inherited a 401(k) or an Individual Retirement Account (IRA), you may be the recipient of substantial financial assets. Unfortunately, however, you may also be facing unwelcome tax complications. At Surprenant & Beneski, P.C., our skilled estate planning attorneys are well-prepared to guide you through, refreshing your tax strategies...
Avoiding Sibling Squabbles Over Keepsakes and Heirlooms
At Surprenant & Beneski, P.C., our estate planning attorneys know that when a loved one passes away, inherited keepsakes and heirlooms can be as important to beneficiaries as monetary inheritance. Because of the deep sentimental value of grandma’s wedding ring or grandpa’s violin, the distribution of keepsakes and heirlooms can, if...
Digital Estate Planning Checklist for Massachusetts Residents
In today's digital age, estate planning has expanded beyond physical assets to include a wide range of digital properties. At Surprenant & Beneski, P.C., we advise our clients throughout Southeastern Massachusetts to make sure to include digital assets in their estate plans because the worth of cyberspace entities can now be...
How To Avoid The Need for Guardianship
The highly capable attorneys of Surprenant & Beneski, P.C. help clients throughout Southeastern Massachusetts deal with all kinds of estate planning issues from asset protection to preparation and execution of foundational documents. One important issue we assist with is how to avoid the need for guardianship should a loved one become...
Does MassHealth Cover Nursing Homes in Massachusetts?
When it comes to planning for long-term care, understanding the differences between MassHealth (Medicaid) and Medicare, as well as knowing which services are covered by each program is essential. At Surprenant & Beneski, P.C., a well-respected estate planning law practice serving clients throughout Southeastern Massachusetts, we are committed to providing you with...
What is an Irrevocable Life Insurance Trust?
An Irrevocable Life Insurance Trust, or ILIT, is a trust specifically designed to own and be the beneficiary of one or more life insurance policies. Once an ILIT is set up and a life insurance policy is transferred into it, the trust itself becomes the owner of the policy. This means that...