No Estate Plan? Probate Sorts It Out
The state makes the decisions on where your assets should go. If it is determined that if you do not leave a will or an estate plan, then probate takes over […]
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Michelle D. Beneski, Esq., CELA, LLM Taxation
Michelle D. Beneski has been a driving force in the growth and success of Surprenant, Beneski & Nunes, P.C. for over 21 years. Since joining the firm in 2003, she […]
Read MoreEstate Planning
Offices in New Bedford, Easton & Hyannis You have worked hard for the money and assets you have earned. Yet preparing for retirement is more challenging than ever. Your hard-earned […]
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 MoreFamilies Deal with Estate Planning Opportunities
The basics of estate planning can deal with various situations. Since family situations differ greatly, there can be challenges and opportunities as the members deal with estate planning basics, according […]
Read MoreA Will Is a Good Start on an Estate Plan
A periodic review will also give you an idea of any changes that are necessary. A will is certainly something that should be completed. However, it isn’t a document to […]
Read MoreThe Use of Trusts Is Often Key to an Estate Plan
Why is the revocable trust so appealing? You can change it whenever you’d like. You do not have to have a lot of money or assets in order to benefit […]
Read MoreNo More Waiting! Review Your Estate Plan
Check your estate plan for changes required to meet the requirements and opportunities. Changes created by the passage of the Tax Cuts and Jobs Act create a need to revisit […]
Read MoreYour Estate Plan Protects You Now and Your Family Later
A good plan accomplishes your goals when you are gone and protects your loved ones. Most people realize that they need an estate plan, yet the vast majority of Americans […]
Read MoreSome Common Estate Planning Mistakes Best Avoided
What might happen if you have the talent for success but not the talent for business? As can often be the case, many extremely talented people accumulate large estates and […]
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