Trusts are no longer just tools for the wealthy. Today, many families in Southeastern Massachusetts use trusts—both revocable and irrevocable—to gain greater control over their assets, avoid probate, and protect […]
Read MoreYou’ve worked incredibly hard to save for retirement. Perhaps you will depend on your 401(k) or other market-based retirement accounts as your main source of income during retirement. Like many […]
Read MoreOn December 20, 2019, the U.S. Congress passed a comprehensive spending package which included provisions for The SECURE Act. The measure, formally known as the Setting Every Community Up for […]
Read MoreThe SECURE Act became law on December 20, 2019. SECURE stands for the Settling Every Community Up for Retirement Enhancement Act of 2019. Taking some time to understand what this […]
Read MoreOn December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is […]
Read MoreAt Surprenant, Beneski & Nunes, P.C. , we consider communication to be at the core of the client-attorney relationship. We are as intent on helping you understand the importance of […]
Read MorePlanning for the future means preparing for unexpected situations. A power of attorney (POA) is one of the most important estate planning documents you can have in place. It allows […]
Read MoreEstate planning involves making thoughtful decisions about who will carry out your wishes and protect your loved ones when you’re no longer there to do so. Whether it’s managing assets, […]
Read MoreCharitable giving can give you a warm glow. In addition to leaving bequests, often in the form of trusts, to carefully chosen organizations, agencies, and/or educational, religious, or cultural institutions, […]
Read MoreIf you own a business, an important part of estate planning is to write a business succession plan. Your business succession plan ensures that the business you worked hard to […]
Read More