How ABLE Accounts Can Be Used in Massachusetts

An ABLE account offers individuals with disabilities a powerful way to achieve greater financial independence. These accounts allow families to save for the future without risking eligibility for government benefits. With tax-free growth and flexible use for a wide range of expenses, ABLE accounts help reduce financial stress while improving quality of...

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Woman visiting elderly mother in an assisted living facility

Financial Planning for Parents’ Assisted Living

As our parents age, planning for their comfort and care becomes a priority. At Surprenant & Beneski, P.C., part of our mission is to ensure that seniors are protected and well-tended during their later years. Our Certified Elder Law attorneys (CELAs) have been committed to serving Southeastern Massachusetts' senior community for...

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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...

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The Benefits of a Daily Money Manager

by Beth Carroll, CPA Cornerstone Money Management During the last two years of my mother’s life, she faced serious illness. The stress of my mom’s declining physical health was exacerbated by financial concerns about the future, such as the availability of financial resources to pay for her...
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