According to Pew Research, more than 40 percent of American adults have a step relative and a sizable portion of American children are living in households with a stepparent, stepsibling or half-sibling. This is a statistic the estate planning attorneys of Surprenant & Beneski pay close attention to, since we are...
Estate Planning Blog – Surprenant, Beneski & Nunes
Managing Partners Contribute to New Estate Planning Strategies Book
Chapter contributed by Managing Partners, Daniel M. Surprenant & Michelle D. Beneski
Continue reading…
Did you know that nearly two out of three adults have not created an estate plan? Estate planning is not just for the wealthy. When done correctly, an estate plan...
Free Event: Community Education & Luncheon
To Register: http://bit.ly/agingwellpanel
Please join Surprenant & Beneski, as well as other community resources for this free educational panel and luncheon. Hosted by Wise Living, come see their exciting renovation of the Irish Village in South Yarmouth. Wise Living is creating a new option for...
When Is the Right Time to Update Your Estate Plan?
Your estate plan helps you prepare for the future, but such preparation is based on present circumstances — and circumstances almost always change. At Surprenant & Beneski, P.C., we remind our clients to update their portfolios at 3-year intervals to keep up with the changes that may escape their notice. We...
Driving Safety of an Older Loved One
Just when you thought you were over worrying about your teenager being on the open road with their driver’s license, along comes your aging parent. You may have noticed some dents or scrapes on the body of their car, maybe a broken mirror, or worse, they have had an accident. The decision...
Changes You Should Make to Your Estate Plan After a Divorce
Divorce is a life-changing event, altering (among other things) where you live and with whom, the division of your marital assets, your finances, and how much time you spend with your children. You should also be aware that, in addition to all of the time-consuming, emotional effort that went into working out...
‘Tis the Season for… Holiday Scams
Unfortunately, the time of year that is meant for spreading good cheer and wishing goodwill, is also the season of scammers. During the holiday season, scammers are working at full speed, and they target the most vulnerable, the aging population.
A lot of people question, “How do they even...
Tips for Caring for Elderly Parents with Dementia
Caring for a parent with dementia can feel challenging as memory loss progresses and daily needs change, but there are ways to support your loved one while protecting your own well-being. The most effective approach begins with early planning, coordinated care, and a safe, structured environment. You can also lean on community...
Why You Should Implement an Asset Protection Plan when Estate Planning
Do you ever wonder why “asset protection” is such a common phrase in estate planning? This blog is to clarify why your assets need protection and from what. To put strong guard rails in place to protect assets you have worked so hard to accumulate, you need a sharp asset protection...
How an Elder Law Attorney can Help with Medicaid Planning
A significant portion of individuals over the age of 65 will eventually require long-term nursing care — an extremely expensive proposition since such care on average costs nearly $100,000 annually for a semi-private room. Because very few families are able to pay for such care out of pocket, Medicaid (MassHealth) is the...