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...
Creating an Estate Plan: How to Protect Your Wealth and Prevent Hardship for Your Heirs
Written By: Attorney Erin L. Nunes, Partner
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Estate planning is the process of making arrangements for your assets when, and if, you become incapacitated, and after your death. It can help you ensure that your assets are distributed according to your wishes, minimize estate taxes, protect your loved...
What Happens When Co-Trustees Disagree?
Serving as a trustee is a serious responsibility. When more than one person is named, the role can be easier in some ways, since the work and decision-making are shared. At the same time, disagreements between co-trustees can make administering a trust far more complicated. If you are considering naming co-trustees, or...
Have You Been Asked to Be a Trustee? Think Carefully Before You Agree
If a loved one has chosen you as a trustee, it’s important to explore what tasks are involved and how much time your duties as a trustee are likely to take. This blog will provide you with the information you need to make an informed decision. Contact us for answers to the...
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...
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...
What Are the Benefits of Irrevocable Gift Trusts?
Planning your estate is about more than passing down assets after you are gone. With the right strategies, you can provide meaningful support for your loved ones during your lifetime. One way to do this is through an Irrevocable Gift Trust (IGT), a tool that offers tax advantages, protection from creditors, and...
Common Types of Property That Can Be Placed in a Trust
It is not difficult to become confused about the terms and uses of various types of trust. At Surprenant & Beneski, P.C., where we serve estate planning clients throughout Southeastern Massachusetts and Cape Cod, we find that many people come to us with questions about trusts. They want to know precisely...
Test Your Estate Planning Knowledge
by Attorney Rebecca S. Spinner
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How much do you know about estate planning? How prepared are you and your family? Take this short quiz to test your knowledge and perhaps learn something new!
Question #1
True or false? You must name the same...
Why Do I Need a Trust If I’m Not Wealthy?
Although many people associate trusts with having a large estate, trusts can serve several important purposes for middle-class individuals and families. The best way to find out if one or more trusts can be beneficial for you is to consult with a knowledgeable trust and estate attorney. If you live in...