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 Massachusetts or Cape Cod, Surprenant & Beneski, P.C. has several talented attorneys well-prepared to assist you. Each of us is adept...
Estate Planning Blog – Surprenant, Beneski & Nunes
How Can I Create a Charitable Foundation in Massachusetts?
Like many, you may make generous charitable contributions each year. But what if you want to establish a charitable foundation? Though it may seem to be a complicated undertaking, it may be one of the most fulfilling actions you ever take.
For most people, establishing a charitable foundation is...
At Surprenant & Beneski, You Get the Best of the Team Approach
Article appears as it was written CapeCod.com
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Consulting an attorney may seem like a daunting move that comes with many questions. Who do you consult? How do you know you’re getting the best advice? Who should you trust?
The team approach at Surprenant & Beneski,...
AgingCare Article: How to Handle Social Security Benefits When a Senior Dies
One aspect of managing a loved one’s final affairs that most people aren’t familiar with is how to handle their last Social Security retirement benefits check. Surviving family members often incorrectly assume that the estate is entitled to keep the beneficiary’s final payment or that it can be spent on things like...
Food, Family & Holidays: Shipyard Galley Spotlight
Article as posted by South Coast Almanac.
Our sponsor Surprenant & Beneski, P.C. is all about community. They asked us to feature some of their favorite local restaurants during the holidays because they know this time of year is all about family and food (and because this year, more than...
AARP Article: 10 Tips for Caregivers During the Holidays
Feeling stressed? Reset your expectations and enjoy the little moments
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by Amy Goyer
For some family caregivers, the holidays can be a joyful time when spirits are lighter. It feels good to care for loved ones and enjoy time together, celebrating with family traditions. But for...
MarketWatch Article: How to talk about estate planning with your family this holiday season without starting a fight
By: Nora Garvey
Taking the emotions out of death and financesAs families gather for the holidays, talking about long-term financial security and trusts may not be top of mind. Death and finances are often two of the most uncomfortable topics for families to talk...
NY Times Article: With Adult Children Home, Now’s the Time: Talk About Your Money
By John F. Wasik
Riding out the pandemic with family presents the perfect chance to lay it all out: priorities, account balances, end-of-life directives.
For far too many families, financial planning is akin to scheduling dental surgery. The prospect of pain and discomfort prompts many to...
Forbes Article: 3 Estate Planning Documents Every College Student Needs
Witten by: Catherine Schnaubelt
If you have a college-aged child, estate planning is probably the last thing on your mind. However, estate planning isn’t just for the wealthy and aging. It also includes provisions for while you’re still alive, and everyone can benefit from having a plan in place...
AARP Article: CDC Thanksgiving Guidance Update Urges Smaller Holiday Gatherings
Recommendations include celebrating within your household, not hosting guests
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by Michelle R. Davis
With Thanksgiving just a few weeks away, the U.S. Centers for Disease Control and Prevention (CDC) released updated guidance around holiday celebrations and masking, urging people to limit gatherings and...