trust documents

How to Pick the Right Trustee

At Surprenant  & Beneski, P.C., we have successfully established trusts for many clients in Southeastern Massachusetts. As accomplished estate planning attorneys, we are well-versed in the multiple advantages trusts offer in facilitating the transfer of funds, diminishing taxes, protecting assets, avoiding probate costs and delays, planning for incapacity, and funding worthy...

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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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