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Home » Newsletters » Page 3

Archives: Newsletters

Client Newsletter: Oct. 11, 2024

Estate Planning Steps You Should Take After Having a Child

Posted on October 11, 2024
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...
Client Newsletter: Oct. 4, 2024

Is a Trust Better Than a Will?

Posted on October 4, 2024
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

Posted on September 27, 2024
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

Posted on September 23, 2024
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

Posted on September 13, 2024
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?

Posted on September 6, 2024
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

Posted on August 30, 2024
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

Posted on August 23, 2024
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

Posted on August 16, 2024
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

Posted on August 9, 2024
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...
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Return home
Call our office 508.994.5200
  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration / Probate
  • About Us
    • About Us Overview
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • Resources Overview
    • Estate Planning Blog
    • Estate Planning Articles
    • Guides
      • Guide To Handling Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
      • Talking To Your Parents About Estate Planning
      • Step-By-Step Guide to the Estate Planning Process
      • The Probate Process
      • Surprenant, Beneski & Nunes Is Well-Prepared to Help You Plan Your Future
      • Estate Planning Checklist for Gen-Xers
    • Glossary
    • Ask The Attorney
    • Newsletters Archive
    • Newsletter Subscription
    • Video FAQs
    • Resources in the Community
    • Our Books
    • FAQs
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant, Beneski & Nunes, P.C.
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Contact Information
    • Cape Cod Location
    • New Bedford Location
    • Easton Location
    • Hyannis Location
    • Southeastern Massachusetts Location
    • Careers
×
  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration / Probate
  • About Us
    • About Us Overview
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • Resources Overview
    • Estate Planning Blog
    • Estate Planning Articles
    • Guides
      • Guide To Handling Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
      • Talking To Your Parents About Estate Planning
      • Step-By-Step Guide to the Estate Planning Process
      • The Probate Process
      • Surprenant, Beneski & Nunes Is Well-Prepared to Help You Plan Your Future
      • Estate Planning Checklist for Gen-Xers
    • Glossary
    • Ask The Attorney
    • Newsletters Archive
    • Newsletter Subscription
    • Video FAQs
    • Resources in the Community
    • Our Books
    • FAQs
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant, Beneski & Nunes, P.C.
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Contact Information
    • Cape Cod Location
    • New Bedford Location
    • Easton Location
    • Hyannis Location
    • Southeastern Massachusetts Location
    • Careers