The path to higher education is becoming increasingly costly. A high percentage of graduates find themselves navigating the early years of their careers while shouldering heavy, even unbearable, loads of student debt. For many, this debt follows them into middle age. This reality underscores the importance of early financial planning for education....
Gifting Appreciated Assets vs Gifting Cash: The Impact on Taxes and Asset Protection
At Surprenant & Beneski, P.C., our estate planning attorneys have been providing excellent legal counsel and representation to clients throughout Southeastern Massachusetts for many years. Among our areas of special focus are asset protection and minimizing tax liabilities, both of which can benefit from strategic gifting. In order to...
Estate Planning Considerations for 2024
By: Attorney Erin L. Nunes, Partner,
Surprenant & Beneski, P.C.
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The Treasury and the IRS have recently released updated figures for various provisions of the Internal Revenue Code (IRC) for the year 2024. These updates have...