Because estate planning decisions and documents are weighty and often life-altering, the competence of those making these decisions and signing these documents is central to the process. In other words, the law requires that the person signing a will, trust, durable power of attorney, or other estate planning document has the...
Estate Planning Blog – Surprenant, Beneski & Nunes
Trusts Aren’t Just for the Wealthy: A Primer on a Power Tool to Protect Your Loved Ones
Trusts are often misunderstood as tools reserved for the wealthy, but in reality, they're accessible and beneficial for people across various financial backgrounds. They offer a unique way to protect assets, save on taxes, and ensure your wishes are respected, making them a vital component in estate planning.
Major Changes Have Come to Massachusetts Estate Tax Limit in 2023
Changes in Massachusetts estate tax laws are noteworthy for anyone in the state who has an existing estate plan or is working with a qualified estate planning attorney to create one. For those who are personal representatives or beneficiaries of individuals who died after October 4, 2023, these changes demand more immediate...
How Can I Protect My Home from Medicaid?
One important reason for estate planning is to ensure that you are financially prepared not only for retirement but for the possibility that you or your spouse may require long-term care as you age. At Surprenant & Beneski, P.C., our Medicaid planning attorneys have the well-developed skills to help you...
Family Heirlooms: Discussing Personal Property Distribution During the Holidays
As families gather during the holidays, it’s a season filled not just with joy, but also an opportunity for meaningful discussions about the future of cherished family heirlooms. These conversations, while delicate, are crucial for ensuring that treasured items are passed down according to your wishes. In this context, we'll explore how...
Can I Plan for Nursing Home Expenses in My Estate Plan?
As estate planning attorneys in Massachusetts, we understand that planning for the future involves addressing some challenging questions. One such question is how to manage the potentially high costs of nursing home care. It's a concern for many as they age, and rightfully so. In this blog, we'll delve into effective...
Start the New Year by Securing Your Future — Take the First Steps to Creating a Strong Estate Plan
As the New Year begins, it's time to think about securing your future and that of your loved ones. Creating an estate plan can be a vital step in ensuring that your wishes are honored and your assets are distributed according to your wishes. If you live in Southeastern Massachusetts, the accomplished...
New Years is a Perfect Time for Estate Planning
The new year is a great time to reflect on your life and make plans for the future. This includes planning for your estate and your legal needs. Estate planning is the process of creating a plan for what happens to your assets and property after you die. Elder law is the...
Choosing the Right Trustee for Your Special Needs Trust
At Surprenant & Beneski, P.C., our estate planning attorneys know that if someone you love has special needs, you also face special challenges. Our practice has extensive experience helping clients like you assist close family members in their struggles to lead productive, secure, and fulfilling lives. One of the estate planning...
Family Gatherings: An Opportunity to Review Your Estate Plan With Family
At Surprenant & Beneski, we are aware that during the recent holiday season, families across Southeastern Massachusetts came together to celebrate, share stories, and create memories. These gatherings also presented a unique opportunity for some families to discuss important family matters, such as estate planning.
All family gatherings,...