Effective estate planning in Southeastern Massachusetts begins with clear, legally sound documents that reflect your goals for health care, finances, and your family’s future. At Surprenant, Beneski & Nunes, P.C., we assist clients with wills, powers of attorney, health care proxies, advance directives, HIPAA authorizations, and a full range of trusts that help protect assets and guide decision-making. People across the region come to us for reliable planning, help with long-term care questions, and guidance from attorneys who remain deeply involved throughout every stage of the estate planning process.
Why Do Clients in Southeastern Massachusetts Turn to Surprenant, Beneski & Nunes?
Clients across Southeastern Massachusetts turn to us because we offer:
- Attorneys certified in elder law who understand the full range of planning concerns
- Guidance on all foundational documents, from wills to powers of attorney
- Support for long-term planning, including MassHealth strategies
- Clear, accessible explanations of your options so you can make informed decisions
- A collaborative team approach with dedicated case managers
- Offices in Easton, Hyannis, and New Bedford for convenience across the region
What Does an Estate Plan Cover in Southeastern Massachusetts?
We prepare both foundational documents and advanced planning tools that support financial protection, medical decision-making, and long-term care needs. A well-structured estate plan does far more than transfer assets. It explains who will make decisions if you cannot, preserves property for future generations, and reduces the likelihood of conflict during difficult moments. We work with individuals and families throughout Southeastern Massachusetts to create plans that address every major area of concern. Estate planning is helpful at every stage of life, not only for seniors, because unexpected events can affect anyone.
Last Will and Testament
A will determines who will receive your property, who will serve as your personal representative, and who will care for minor children. We draft wills tailored to your goals so there is no uncertainty about your wishes.
Power of Attorney
A durable power of attorney allows a trusted person to manage financial and legal matters if you cannot. This document often becomes critical during illness or age-related changes. We help you choose the right scope of authority and avoid common drafting errors.
Health Care Proxy
A health care proxy names someone to make medical decisions on your behalf. Massachusetts law recognizes this as the primary tool for medical decision-making, and we ensure your proxy reflects your values and preferences.
Advance Directive and HIPAA Authorization
Advance directives outline the type of care you prefer in serious medical situations. HIPAA authorizations give access to medical records so your proxy or family members can receive information. Together, these documents allow your loved ones to act quickly and confidently.
Trusts and Asset Protection Tools
Many clients in Southeastern Massachusetts use trusts to manage assets, protect property for beneficiaries, or plan for long-term care. We prepare revocable living trusts, irrevocable trusts, special needs trusts, and other structures that support your financial and family objectives.
How Often Should You Update Your Estate Plan?
Estate plans are not one-time tasks. We recommend reviewing your documents every three to five years or sooner if you experience changes such as:
- Marriage or divorce
- Birth or adoption of a child or grandchild
- Purchase or sale of a home
- Major shifts in health
- New financial assets or business interests
- A move into or out of Southeastern Massachusetts
Updating your plan ensures that the people, property, and decisions named in your documents remain accurate and legally enforceable.
Planning for Long-Term Care in Southeastern Massachusetts
Many families worry about the rising cost of long-term care in this region. Nursing homes and in-home support can place a significant financial burden on retirees and adult children. We help clients explore strategies that preserve assets, support lifetime needs, and position them for possible MassHealth eligibility when appropriate. Because MassHealth applies a five-year lookback period to certain financial transfers, early planning often gives families stronger options.
Our firm includes team members dedicated to long-term care planning and MassHealth applications. Whether you are planning ahead or responding to an urgent need for care, we will help you understand your options and prepare the paperwork involved.
Guidance for Probate and Trust Administration
If you have recently lost a loved one, we assist with the steps required to settle their estate. This includes probate filings, creditor notices, asset distribution, and trust administration. Our goal is to reduce stress during a difficult period and help families throughout Southeastern Massachusetts with steady, informed guidance.
How We Support Families Across Generations
Many clients come to us to discuss planning for aging parents, protecting inheritances for children, or preparing for retirement. We address each of these concerns with an approach that values clear communication and long-term planning. Whether your priority is reducing tax exposure, protecting a family home, or ensuring medical decisions are respected, we will help you build a plan that reflects those goals.
Speak With Our Southeastern Massachusetts Estate Planning Attorneys
If you need a comprehensive estate plan or want to update existing documents, we are ready to help. Surprenant, Beneski & Nunes, P.C. provides detailed guidance to families throughout Southeastern Massachusetts, and we will work with you to create a plan that aligns with your values and long-term goals. Contact us today to schedule a consultation.
Frequently Asked Questions
How long does it take to complete an estate plan?
Most plans can be completed within a few weeks once decisions are finalized, although complex trust arrangements may require additional time.
Can adult children participate in the planning process?
Yes. Many clients prefer to involve adult children or trusted relatives. We welcome their participation if you authorize it.
Do I need an attorney to create a trust in Massachusetts?
While DIY forms exist, they often lack the legal precision needed to meet Massachusetts requirements. An attorney helps ensure that your trust works as intended and avoids future disputes.