Choosing your executor (personal representative) is an important part of the estate planning process. After all, this is the individual who will be taking care of all the logistical matters surrounding your will and seeing to it that your final wishes are carried out. At Surprenant & Beneski, P.C., we...
Estate Planning Blog – Surprenant, Beneski & Nunes
Can I Exclude my Spouse from my Estate?
Sometimes for various reasons, a person doesn’t want to leave any property to his or her spouse. Massachusetts like most states has a law designed to protect a surviving spouse from being impoverished. The law allows a surviving spouse to claim a portion of the estate despite the provisions of the deceased...
CNBC Article: Estate planning for LGBTQ+ families is crucial. Here’s what you need to do
By Michelle Fox
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Everyone should have an estate plan. For LGBTQ+ families, it may be even more critical.
Members of the LGBTQ+ community are less likely to be married or they may have children where only one partner is the biological parent, said Gina Nelson,...
Bayada Article: Healthy Aging: 10 Tips for Getting Fit
As you grow older, an active lifestyle is more important than ever. If you are struggling with activities of daily living, you may want to consider assistive or personal care services. Self-care assistance can help you incorporate and maintain a basic exercise regimen to prevent or reduce the risk of many health...
Ameriprise Financial Article: A Guide to Investing for Impact and Sustainability
An Investment Research Group publication
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Introduction
What does E.S.G. stand for? Is it environmental, social, and governance, or is it environmental, sustainable, and governance? Is there a difference between ESG and SRI? If so, what is it? What about impact investing? Is it different from ESG integration? If so,...
Guest Blog Series, Part 3: Big C and little c
Dawn Sully Pile is an author, speaker and hybrid coach/consultant whose passion is people. Whether working with children or adults, her intention is to be a catalyst for imagining new perspectives and possibilities and to step into them with courage.
Dawn is a Certified Professional Co-Active Coach and also...
Transferring Property Upon Your Death
There are essentially five ways an individual can transfer property to their loved ones upon their death. Depending on the age of the persons who will be receiving property or the dynamics among family members who are receiving the property, it is important to choose your method of transfer very carefully.
What is Probate and Why You Want to Avoid It
Probate is a court process to settle an estate after someone dies. There are two types of probates. The first is interstate probate. For example, if someone dies without a Will, then they are “intestate” and a court has to decide what happens to their property. The second type is testate...
New MassHealth Estate Recovery Regulations
A message from Attorney Dan Surprenant, Esq., CELA:
You may have recently received notification of changes to the MassHealth Estate Recovery policy. We are reaching out to provide you with more information and to offer our assistance.
What is MassHealth Estate Recovery?
Federal...
Guest Blog Series, Part 2: A Journey to the Well of Presence
Dawn Sully Pile is an author, speaker and hybrid coach/consultant whose passion is people. Whether working with children or adults, her intention is to be a catalyst for imagining new perspectives and possibilities and to step into them with courage.
Dawn is a Certified Professional Co-Active Coach and also...