Where to Start Estate Planning
You’ve decided it’s time to create an estate plan, but you aren’t sure where to start. You aren’t alone. Thinking about our mortality is always challenging, but considering how you’d […]
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How Will a Large Inheritance or Windfall Affect my Estate Plan?
It seems like a nice problem to have — how should I handle all that extra money? Even so, a large inheritance or another type of windfall can make for […]
Read MoreDos and Don’ts for Trustees
At Surprenant & Beneski, P.C., our trust attorneys have extensive experience drafting and executing trusts for clients throughout Southeastern Massachusetts and Cape Cod. Trusts may be testamentary, revocable, or irrevocable. […]
Read MoreLet’s Talk About Estate Planning 4 Reasons to get Started Today
Even in the closest families, conversations about money and death can be uncomfortable. “In our society certain topics are deemed private, and it is considered rude to discuss or ask […]
Read MoreEstate Planning for Singles
In the recent past, it has become increasingly common for people to decide to remain single, whether as young adults, divorcé(e)s, widows, or widowers. Fortunately, in this day and age, […]
Read MoreHow to Prepare for Your Estate Planning Consultation
Congratulations, you have taken the first important step and have made an appointment with a qualified estate planning attorney to create an estate plan or review an existing plan. You’re […]
Read MoreCommon Questions About Retirement
For the vast majority of people, retirement is a one-time occurrence that typically occurs relatively late in life. Not having had the experience, they wonder (and sometimes worry) about what […]
Read MoreSoutheastern Massachusetts CARES Act Attorney
On March 27, the President signed the CARES Act into law. The CARES Act stands for the Coronavirus Aid, Relief, and Economic Security Act. This law intends to help people […]
Read MoreSECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is […]
Read More5 New Year Estate Planning Tips
The beginning of a new year is a wonderful time to plan for the future. In addition to thinking about resolutions for the New Year, why not take some time […]
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