Easton Estate
Planning Attorneys
Easton, Massachusetts is a charming Massachusetts town that is home to many historic buildings. With a population of nearly 25,000, Easton is mainly a residential community. The town of Easton is only a 40-minute drive from Boston, making it a popular destination for Boston commuters looking to settle down in a smaller town. Like many towns in Massachusetts, Easton has a long and storied history dating back to the Revolutionary War. A settler by the name of Clement Briggs first settled the town in 1694. During the Revolutionary War, General George Washington resided in Easton at the Benjamin Williams Tavern on Bay Road.
Easton is a popular location for families as it is one of the 50 safest cities in Massachusetts. Additionally, Easton is well known for its a high value on historic preservation and conservation.
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Easton, Massachusetts, Estate Planning Attorneys
Whether you already have an estate plan, or you need to update your estate plan, our law firm can help. At Surprenant & Beneski, PC, our experienced lawyers have helped thousands of clients throughout Southern Massachusetts with their estate and retirement planning needs. With locations throughout Southern Massachusetts in Easton, Hyannis, and New Bedford, we’ve helped clients from all over Massachusetts with their estate planning needs.
Our law firm’s lead partners, Daniel Suprenant and Michelle Beneski are Certified Elder Law attorneys. Only 24 attorneys in the state of Massachusetts have received this designation. Not only have they passed a difficult examination, but they also meet continuing education requirements and stay abreast of significant changes in estate planning law.
At Surprenant & Beneski, PC, we use our extensive experience to offer innovative estate planning strategies to protect the assets of our clients. Our lawyers are skilled at assisting clients with all of the following estate planning needs:
- Elder law
- Estate tax planning
- Long-term care planning
- MassHealth planning
- Asset protection
- Conservatorships and guardianships
- Special needs planning
- Probate
Our Easton Estate Planning Lawyers Focus on the Goals of Our Clients
At Surprenant & Beneski, PC, we focus on listening to the needs and goals of our clients. We also value attention to detail and are committed to offering legal services with the highest integrity. We take the time to get to know the background, needs, and goals of our clients so we can offer the best legal advice possible.
We understand that no two estate plans are alike. Some Easton residents may need an estate plan with a complex trust while others only require a will-based plan. We analyze the whole picture to develop an estate plan strategy that allows our clients to prepare for their future with peace of mind.
Easton Estate Planning Services
Many young families move to Easton, Massachusetts for the town’ safety and great schools. New families that are young in their careers may wonder why they need an estate plan, especially if they do not own a significant amount of assets. No matter how many assets a young family has, creating an estate plan is still beneficial.
What will happen to the young children if a tragic event results in the deaths of the parents? How will the family save for their children’s college expenses? It is never too early to consider these questions. Creating a will, naming a guardian, and creating Advance Medical Directives will significantly help a young family prepare for the future.
At Surprenant & Beneski, PC, we have helped many young families plan for the future to protect their assets and prepare for an unexpected event. For families who own substantial assets, our lawyers can help them create a trust, naming their children or grandchildren as the beneficiaries.
Special Needs Planning Lawyer Helping Easton Residents
If you are living in the Easton area and are caring for a young adult or a child with a disability, you may be concerned about their future. As parents age, they often come to our law firm with concerns about how to make sure they provide for adult children with special needs after their deaths. Many parents of special needs children opt to set up a special needs trust that will allow their child to draw an income from the trust after their deaths. We know how to create trust in a way that will not jeopardize an individual with special needs from receiving benefits like MassHealth and Social Security disability benefits.
Estate Tax Planning Lawyers in Easton
As the cost of living rises in Easton and throughout the United States, many Americans are hoping to save money whenever possible. Many Easton residents are not aware of tax planning strategies that could save them significant amounts of money. Taking the time to engage in tax planning can be incredibly valuable in terms of the amount a person may be able to save in tax liability. All of our Easton tax planning lawyers are familiar with using annual tax-free gifting, charitable trusts, qualified personal residence trusts, and other strategies to legally reduce the tax liability of our clients.
As the cost of living rises in Easton and throughout the United States, many Americans are hoping to save money whenever possible. Many Easton residents are not aware of tax planning strategies that could save them significant amounts of money. Taking the time to engage in tax planning can be incredibly valuable in terms of the amount a person may be able to save in tax liability. All of our Easton tax planning lawyers are familiar with using annual tax-free gifting, charitable trusts, qualified personal residence trusts, and other strategies to legally reduce the tax liability of our clients.
Contact our Easton Estate Planning Attorneys to Schedule Your Initial Consultation
At Surprenant & Beneski, PC, we are here to help Easton residents plan for the future and gain peace of mind. Whether you need assistance in creating an estate plan, engaging in tax planning, or creating a special need plan, our lawyers can help. Please contact our Easton, Massachusetts estate planning office today to set up a consultation with one of our skilled attorneys.
Our Other office Locations
New Bedford
35 Arnold St, New Bedford, MA 02740
Hyannis
336 South Street, Hyannis, MA 02601