Utilizing a Revocable Living Trust to Minimize Estate Taxes
What is a trust? A trust is a written agreement between the person(s) who creates the trust and the person(s) who administers the trust as to how any property owned […]
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Common Estate Planning Mistakes
Estate planning mistakes are all too common. The best way of avoiding them is to engage the services of a highly qualified estate planning attorney. If you live in Southeastern […]
Read More3 Tips for Estate Planning During a Pandemic
The coronavirus pandemic has been a wakeup call for everyone. Many residents of Southeastern Massachusetts have seen their financial security disrupted. Others have realized that they are not prepared for […]
Read MoreHow to Protect Your Children During the COVID-19 Pandemic
While states, including Massachusetts, have been slowly re-opening, coronavirus (COVID-19) is still a serious problem. Policymakers and scientists are still unsure whether we will see a spike in COVID-19 cases, […]
Read MoreIs it Time for Your Estate Plan Check up
It is always smart to review your estate plan periodically to ensure that it will work as you intend when you need it. As we hunker down during the COVID-19 […]
Read MoreOur Covid-19 Precautions
Dear valued clients, business associates and friends, At Surprenant & Beneski, PC, the health and safety of our clients—and business associates— is our highest priority. Given the growing concerns surrounding […]
Read MoreMy Heart Attack and Bypass Surgery
For those of you who have not heard, on January 5th, 2020 I suffered a heart attack which landed me in Charlton Memorial Hospital. On January 8th, as my blockage […]
Read MoreOur Books
The Surprenant and Beneski team wants to share our work with you. Estate Planning Strategies Our managing partners Daniel Surprenant, Esq., CELA and Michelle Beneski, Esq., CELA, LLM Taxation, just […]
Read MoreDo It Yourself Estate Planning Can Backfire
Shortcutting the process can save money now. However, it will be costly later and cause problems for heirs. Trying to work around estate planning with limited knowledge, can often create […]
Read MoreWhy Didn’t Cinderella’s Dad Plan Ahead?
The tale might be light-hearted, but it is actually a dire position for the daughter. Proper estate planning by Cinderella’s father could have created an entirely different outcome in that […]
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