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The Risks of Using Co-Trustees or Co-Personal Representatives in Trusts and Wills
Often, we meet with clients who want to create a trust or a last will and testament and request that all of their children be named as co-trustees or co-personal representatives (formerly known as executors). The client will say something like, “I want all of my children to serve together.” When we...
What is Probate and the Role of a Personal Representative (Executor) in Massachusetts
So, you have been named as the Personal Presentative (Executor) of a deceased person’s estate. The responsibility is not one to be taken lightly. It is encouraged to seek advice from a qualified probate attorney. This article will provide a basic explanation of the probate process and the role and responsibilities...
Temporary Massachusetts Law Passed to Allow Document Signings to be Conducted Virtually
The team at Surprenant & Beneski, PC is ready and available to assist with your Estate Planning needs. With a new law passed by the Commonwealth of Massachusetts on April 27th, 2020, our entire process can be completed from the comfort of your own home. It allows notary publics to perform their services via video conferencing until...
Covid-19 Webinar with Attorneys Dan Surprenant and Erin Nunes
Attorneys Dan Surprenant & Erin Nunes will share some of the most important aspects of Estate Planning during a crisis. In uncertain times like this, we need to plan for what can happen to our vulnerable seniors and young children who should be considered in the event of a crisis. Dan and...
I’m A Doctor In A COVID-19 Unit. Here’s One Vital Step I Wish Everyone Would Take.
Asha Shajahan, M.D.Guest Writer for the Huffington Post
Earlier this week, a 30-year-old patient with COVID-19 passed away on a ventilator. He hadn’t laid...
Is it Time for Your Estate Plan Check up
It is always smart to review your estate plan periodically to ensure that it will work as you intend when you need it. As we hunker down during the COVID-19 crisis, now is a good time for such a review.
Here are six tips to make sure your estate plan is in...
Legal Planning for Individuals with Memory Loss
Creating a plan for your future in the early stages of the disease to ensure your wishes are met can be empowering. The sooner legal plans are established, the better prepared you and your family will be! It is normal
to feel overwhelmed by the details of legal planning, but remember that not...
5 Critical Estate Planning Documents to Have in Place During a Crisis
In response to the calls that we have received lately, here is Attorney Erin Nunes to provide answers to the top concern we have heard...what documents are most important to have when a crisis arises!
https://www.youtube.com/watch?v=2v-Fe9v26Vw&feature=youtu.be
Why it is important to work with a Specialist for your Estate Planning Needs
Michelle Beneski, Managing Partner at Surprenant & Beneski, PC, CELA, LLM Taxation
As many of you know, my brother Dan, who is also my partner here at the firm, recently had a heart attack which was followed by a quadruple bypass. We were all greatly comforted knowing that he was in...