At Surprenant & Beneski, 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 someone...
Estate Planning Blog – Surprenant, Beneski & Nunes
Estate Planning for the LGBTQ+ Community
By Attorney Rebecca Spinner, Esq.
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In 2015, the United States Supreme Court issued a decision in the landmark case, Obergefell v. Hodges, legalizing same-sex marriage in all 50 states. In the estate planning world, this means that LGBTQ+ couples that marry can now take advantage of all of...
What is the Patient Paid Amount (PPA) for MassHealth Nursing Homes?
In today's uncertain world, planning for the future is more critical than ever. As we age, the possibility of requiring nursing home care looms, yet the high costs associated with long-term care can be daunting. For many, government assistance through MassHealth (Medicaid in Massachusetts) becomes a necessary lifeline. However, navigating the...
7 Ways To Safeguard Passwords & Digital Assets
At Surprenant & Beneski, P.C., where we serve clients throughout Southeastern Massachusetts, our estate planning attorneys are well aware of the importance of protecting not only your digital legacy but also your privacy and financial security. Contact us today to learn more about this important aspect of estate planning and other ways...
Getting Married or Divorced? Estate Planning Moves to Make Now
Marriage and divorce are two significant milestones, each bringing its own set of emotions, challenges, and adjustments. While marriage is typically celebrated as an act of love and commitment and, divorce is usually accompanied by loss and regret, in both cases, the practical impact on estate planning should not be overlooked. For...
How Trusts Can Provide for Loved Ones With Substance Abuse Issues
Substance abuse is an escalating concern in Massachusetts and across the nation, impacting countless families and communities. At Surprenant & Beneski, P.C., our estate planning attorneys have extensive experience assisting families who are coping with a loved one's substance abuse issues. Knowing that problems of substance abuse impact individuals and their families...
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....
Worried About Losing Both Your Spouse and Their Income When They Need Long-Term Care? MassHealth Has Options!
By Attorney Erin L. Nunes, Partner
Your husband needs long-term care, and MassHealth can help pay the bills. But the thought of losing his income while still needing to support yourself throws your financial future...
Do You Need an Estate Plan for Estates Worth Under $2 Million?
Many people assume that estate planning is only for the very wealthy, those with assets worth over $2 million. However, at Surprenant & Beneski, P.C., we firmly believe that every estate, no matter its size, deserves a well-thought-out plan. Our attorneys are dedicated to helping clients throughout Southeastern Massachusetts handle the various,...
Graduation Gift Ideas for Estate Planning-Savvy Parents
Discover unique graduation gift ideas that show your child their achievement is being taken seriously. In addition to the intrinsic monetary value of such a gift, it will help them begin to focus on the importance of being responsible in order to have a secure future. Surprenant & Beneski, P.C., an...