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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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...

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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...

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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...

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Estate Planning for Teachers

To say the last year and a half has been a challenge would be the understatement of the century. So many have stepped up to help others and to give a sense of normalcy in such an abnormal time. One group of people especially come to mind: teachers.

Children...

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