Welcoming a new child into your family is exciting and joyous! It also makes you aware of the heavy responsibility that comes with being a new parent, and should make you eager to secure your child’s future through estate planning. At Surprenant, Beneski & Nunes, P.C. , our experienced attorneys understand the importance...
Archives: Newsletters

Client Newsletter: Oct. 4, 2024
Is a Trust Better Than a Will?
Have you ever wondered whether a trust or a Will is better for your estate planning needs? Many people face this dilemma when considering how to protect their assets and ensure their wishes are honored. Each option has its unique benefits and drawbacks, and choosing the right one can significantly impact how your estate...

Client Newsletter: Sep. 27, 2024
Recognizing the Signs of Elder Abuse and Financial Exploitation
As loved ones age, they become increasingly vulnerable to elder abuse and financial exploitation. If you have an older relative residing in a nursing home or other living situation in Southeastern Massachusetts whose well-being is in question, this blog is for you. In it, the skilled elder law attorneys of Surprenant, Beneski & Nunes,...

Client Newsletter: Sep. 23, 2024
Guest Blog: The Crucial Role of Mobility in Aging Gracefully at Home
As the golden years unfold, maintaining independence and a high quality of life becomes paramount for older adults. We all know that a financial plan is important after retirement, but we rarely consider a health plan. One of the key factors contributing to our well-being is mobility. The ability to move freely, both within...

Client Newsletter: Sep. 13, 2024
Transferring Your Home to a Beneficiary Prior to Death vs. Leaving It in Your Will
Deciding how to pass your home to your beneficiary is a significant and personal decision. You can either transfer ownership while you’re still alive or leave it to them in your will. Each option comes with its own set of benefits and challenges, from tax implications to maintaining control over the property. By considering...

Client Newsletter: Sep. 6, 2024
Do You Need a Lawyer to Get a Power of Attorney?
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...

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...