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...
Feel Good About the Future: 5 Reasons to Tackle Your Estate Plan This February
By Attorney Rebecca S. Spinner, Esq.
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Love is in the air this February, but did you know that taking care of your loved ones extends far beyond a box of chocolates? February, aptly named "Feel...
It’s Not Too Late To Restart Your New Year’s Resolution for Essential Estate Planning
As we progress into the new year, it becomes increasingly evident that while setting resolutions is a commendable start, the true essence of productivity lies in actively reorganizing and clarifying our goals and actions. Whether you’re cleaning the attic or reviewing your estate plan, early 2024 is an auspicious time to begin....
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...
How to Talk to Your Family About Estate Planning During Thanksgiving
Thanksgiving is a time to give thanks for our loved ones and all that we have. It can also be a good time to start a conversation about estate planning. Estate planning is the process of creating a plan for how your assets will be distributed after you die. It also includes...
Planning Your Funeral as Part of Estate Planning
At Surprenant & Beneski, our experienced estate planning attorneys assist clients throughout Southeastern Massachusetts, many of whom inquire about the reasons for, and logistics of, planning their funeral. While you might expect this to only be a concern of our elderly clients or those who are seriously ill, the reality is that...
Lifetime Planning for Solo Agers
Often, we say that estate planning is about thinking about your family, but what if you don’t have family? Solo agers are a demographic that, although unique, are not uncommon. More and more we are seeing a widow or a widower, divorced, never married or an only child who has no siblings...
New Year’s Resolutions for Seniors
New Year’s resolutions are a way to start off the New Year right. Usually, they have to do with improving ourselves. Whether it is to lose weight, exercise, learn a new skill, etc. More often than not, the resolution only lasts a few weeks or a couple of months. Here is an...
Where Do I Start with Estate Planning?
Written by Attorney Erin L. Nunes, Partner
I get it! No one wants to talk about Estate Planning. That’s the #1 reason why it doesn’t get done. The 2nd reason estate planning doesn’t happen is because no one knows where to start. Let me tell you that it actually...
Let’s Talk About Estate Planning 4 Reasons to get Started Today
Even in the closest families, conversations about money and death can be uncomfortable. “In our society certain topics are deemed private, and it is considered rude to discuss or ask about them,” says Michelle Beneski, managing partner at Surprenant & Beneski. “Within families, children are hesitant to raise the issue of estate...