Caring for a loved one with special needs involves more than just addressing financial concerns; it’s about ensuring their day-to-day life is supported with the attention and care they require. A letter of intent captures the unique details of their routines, preferences, and needs, providing future caregivers with a comprehensive understanding of...
Special Needs Trust vs ABLE Account
At Surprenant & Beneski, P.C., we specialize in providing estate planning services to clients throughout Southeastern Massachusetts. Among the crucial tools in our estate planning arsenal are Special Needs Trusts (SNTs) and ABLE accounts, each designed to enhance quality of life for individuals with disabilities without compromising their eligibility for essential...
Providing for Your Disabled Loved One: Beyond Moral Obligations
By Attorney Erin L. Nunes, Esq., Partner
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Many families with disabled members feel the crucial need to ensure their wellbeing even after they're gone. Informal plans like relying on siblings to share...
Choosing the Right Trustee for Your Special Needs Trust
At Surprenant & Beneski, P.C., our estate planning attorneys know that if someone you love has special needs, you also face special challenges. Our practice has extensive experience helping clients like you assist close family members in their struggles to lead productive, secure, and fulfilling lives. One of the estate planning...
Special Needs Estate Planning: Don’t Let Down the Most Vulnerable Person in Your Family
If your family has a member with special needs, not taking the time to prepare for their future with an updated estate plan can have devastating consequences. Today is the time to contact a well-respected estate planning attorney and take steps to secure the future of your most vulnerable relative,...
USA Today Article: What people with disabilities and their families wish fellow travelers would know and do
Linda Williams doesn't make dinner reservations the way most of us do.
She makes a point to ask others about their accessibility needs first. The clinical psychologist and founder and CEO of Invisible Disability Project knows
more than 1 in 4 U.S. adults have some kind...
A Trust for a Child with a Disability
Margaret and Sam have always taken care of their daughter, Elizabeth. She is 45, has never worked, and has never left home. She is developmentally disabled and receives SSI (Supplemental Security Income). They have always worried about who would take care of her after they die. Some years ago, Sam was diagnosed...
Estate Planning For Parents of Children With Disabilities
Providing the best quality of life requires informed decisions.
Harry and Sally’s son Bill has autism and is 21 years old. Bill lives with his parents and the couple is concerned about his welfare after they die. Harry and Sally always thought Bill would live with his sister Joan;...
MarketWatch Article: I want to make sure my son always has a place to live. Should I add him to the deed for my house?
By Jacob Passy
Dear MarketWatch,
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I have a 31-year-old adult son with special needs. I am 73 years old and plan on moving back to New York and buying a home after I sell my current home in California.
I want...
Your New Year’s Legal Check-up
A new year is upon us, and with it comes a host of New Year’s resolutions. A Neilson.com survey found that the top goals for the new year included: 1) staying fit and healthy, 2) losing weight, 3) enjoying life to the fullest, 4) spending less, saving more, 5) spending more time...