Why 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 […]
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“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 […]
Read MoreWhy Choose Surprenant & Beneski, P.C.
By Dan Surprenant, Esq., CELA As one of the managing partners at the firm, along with my sister, Michelle Beneski, I thought it would be helpful for me to share […]
Read MoreRules of Asset Protection
Life is unpredictable, and financial risks can arise when you least expect them. A lawsuit, business dispute, or economic downturn can put your hard-earned wealth in jeopardy. Without proper safeguards, […]
Read MoreWhat qualities should I look for when choosing my executor?
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 […]
Read MoreTransferring 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 […]
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