Service is Important to Us
Written by Daniel M. Surprenant, Esq., CELA, Managing Partner, Surprenant & Beneski, P.C. People will occasionally ask, what makes Surprenant & Beneski different? That is a great question! Since there […]
Read MoreSearch Results for: estate tax
What Are the Benefits of Irrevocable Gift Trusts?
Planning your estate is about more than passing down assets after you are gone. With the right strategies, you can provide meaningful support for your loved ones during your lifetime. […]
Read MoreWhy You Should Have an Incapacity Plan in Place
When you are young or middle-aged, the need for an incapacity plan may seem distant and unreal. At Surprenant & Beneski, P.C., our estate planning attorneys often assist Southeastern Massachusetts […]
Read MoreWhy Do I Need a Trust If I’m Not Wealthy?
Although many people associate trusts with having a large estate, trusts can serve several important purposes for middle-class individuals and families. The best way to find out if one or […]
Read MoreWhy Do I Need a Business Succession Plan?
Only a small percentage of businesses in the U.S. have business succession plans in place. This is not a good idea, even if a family member is ready and willing […]
Read More“Irrevocable” Doesn’t Always Mean “Unchangeable”
For starters, a revocable trust is a changeable, amendable, revocable document. The opposite is not true: It is not true that all irrevocable trusts cannot be changed. This article seeks […]
Read MoreThe 3 Easiest Ways to Avoid Probate in Massachusetts
By Attorney Rebecca S. Spinner When someone dies in Massachusetts, anything that person owned individually will need to be probated. Probate is the court process by which the deceased person’s […]
Read MoreCommon Mistakes Made by Personal Representatives
If you have been named a personal representative (executor) by a family member or friend, you may be overwhelmed by the responsibility and unclear about the tasks at hand. This […]
Read MoreYour New Year’s Legal Check-up
A new year is upon us, and with it comes a host of New Year’s resolutions. A Neilson.com survey found that the top goals for the new year included: 1) […]
Read MoreKiplinger Article: What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are Gone
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen, and they can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. But there are many trust […]
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