Power of Attorney (POA) is a major building block in estate planning, offering individuals the ability to appoint a trusted agent to manage their affairs when they are unable. It is important to work with a skilled attorney when you’re creating vital documents like POAs that must be legally binding. If you reside in...
Archives: Newsletters

Client Newsletter: Aug. 30, 2024
Understanding MassHealth Eligibility: Income and Asset Limits
As individuals age, planning for long-term care becomes increasingly urgent since most seniors will require long-term care at some point during their lifetimes. MassHealth, Massachusetts’ Medicaid program, offers vital support for seniors requiring long-term medical care, but navigating MassHealth eligibility can be logistically complicated and emotionally taxing.
At Surprenant, Beneski & Nunes, P.C. , our...

Client Newsletter: Aug. 23, 2024
Crisis MassHealth Planning: Options When You Need Coverage Fast
At Surprenant, Beneski & Nunes, P.C. , we understand that life can throw unexpected challenges your way, especially when it comes to urgent health needs that require long-term nursing care. While our firm excels at preparing individuals and families for MassHealth (Medicaid) eligibility over time, we also specialize in crisis MassHealth planning, providing...

Client Newsletter: Aug. 16, 2024
Types of Assets Commonly Forgotten in Estate Plans
One of the first steps in estate planning is taking a full inventory of your assets. Only with a complete and accurate understanding of all your holdings can you create a plan that will protect your estate, help it grow, and prepare for contingencies. At Surprenant, Beneski & Nunes, P.C. , we have...

Client Newsletter: Aug. 9, 2024
Making Gifts to Grandchildren for College Savings Plans
The path to higher education is becoming increasingly costly. A high percentage of graduates find themselves navigating the early years of their careers while shouldering heavy, even unbearable, loads of student debt. For many, this debt follows them into middle age. This reality underscores the importance of early financial planning for education. That’s why...

Client Newsletter: Aug. 2, 2024
Navigating Solo Aging: Finding Strength and Support in a Changing Landscape
The landscape of aging is changing. Gone are the days when a spouse and children automatically formed the safety net for later life. Today, a growing number of adults are facing their later years alone, navigating the joys and challenges of solo aging. Statistics from the U.S. Census Bureau paint a vivid picture: in...

Client Newsletter: Jul. 26, 2024
At-a-Glance Guide to the Role of a Personal Representative
At Surprenant, Beneski & Nunes, P.C. , our seasoned legal team has been providing exceptional services to clients throughout Southeastern Massachusetts for many years. In our practice, we find that almost all our clients must designate a personal representative (executor) for their estate or are preparing to take on this significant role for...

Client Newsletter: Jul. 19, 2024
Unique Estate Planning Considerations for Childless Couples
For childless couples, estate planning presents a unique set of opportunities and challenges. At Surprenant, Beneski & Nunes, P.C. , we understand that your estate planning needs are distinct from those of couples with children. Our firm has successfully helped numerous childless couples in Southeastern Massachusetts deal with the financial and personal aspects...

Client Newsletter: Jul. 12, 2024
Why Most Americans Skip Estate Planning (and Why They Shouldn’t!)
Here at Surprenant, Beneski & Nunes, P.C. , we understand that estate planning can stir up a range of emotions. Some fear it tempts fate, while others see it as a distant concern. Let me assure you, both are misconceptions. My role as an estate planning attorney is to empower you, not scare...

Client Newsletter: Jul. 3, 2024
Happy 4th of July!
Wellness Wednesday: July 4th Safety
Always have a First Aid Kit on hand.
Do not play with fireworks-they are dangerous and illegal in Massachusetts.
Don't add charcoal starter fluid when coals have already been ignited.
Never grill indoors - not in a house, camper, garage or tent.
Keep children and pets away from a...