By Attorney Erin L. Nunes, Partner
Your husband needs long-term care, and MassHealth can help pay the bills. But the thought of losing his income while still needing to support yourself throws your financial future...
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...
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...
Who Pays the Massachusetts Estate Tax, and How Can It Be Avoided?
At Surprenant & Beneski, P.C., our estate planning attorneys are often asked these questions by the clients we serve in Southeastern Massachusetts so here is an informative blog on the topic. For more coverage of this important subject and how it affects your estate, contact us. Our highly competent estate tax planning...
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...