At Surprenant & Beneski, P.C., our estate planning law practice has extensive experience assisting clients throughout Southeastern Massachusetts with their long-term care planning needs. We understand the complexities of applying for MassHealth (Medicaid) for long-term care services and are committed to guiding our clients through every step of this...
Estate Planning Blog – Surprenant & Beneski
Financial Planning for Parents’ Assisted Living
As our parents age, planning for their comfort and care becomes a priority. At Surprenant & Beneski, P.C., part of our mission is to ensure that seniors are protected and well-tended during their later years. Our Certified Elder Law attorneys (CELAs) have been committed to serving Southeastern Massachusetts' senior community for...
Navigating the Maze of MassHealth: Why You Need an Elder Law Attorney as Your Guide
Facing the prospect of long-term care for a loved one is daunting enough. When finances come into play, the complexities of MassHealth, Massachusetts' Medicaid...
Selling a House During the Probate Process in Massachusetts
Dealing with the loss of a loved one is always challenging, and the complexities of settling the estate can add an additional layer of stress. For many families in Southeastern Massachusetts, selling a relative's house is a necessary step in managing the family's finances and ensuring the proper distribution of the deceased's...
Spring Cleaning Tips for Organizing Your Estate Plan
Spring is a time of renewal and rejuvenation, a perfect opportunity to clear out the old and prepare for the new. This concept doesn’t just apply to your home or office but extends to all areas of your life, including your estate plan. At Surprenant & Beneski, P.C., we emphasize...
Special Needs Trust vs ABLE Account
At Surprenant & Beneski, P.C., we specialize in providing estate planning services to clients throughout Southeastern Massachusetts. Among the crucial tools in our estate planning arsenal are Special Needs Trusts (SNTs) and ABLE accounts, each designed to enhance quality of life for individuals with disabilities without compromising their eligibility for essential...
Spring Clean Your Estate: Don’t Let Your Plans Gather Dust!
The sun is shining, birds are chirping, and spring-cleaning fever is in the air. But before you tackle those cluttered closets and dusty shelves, there's another important area ripe...
Tax Considerations When Inheriting 401ks and IRAs
If you have recently inherited a 401(k) or an Individual Retirement Account (IRA), you may be the recipient of substantial financial assets. Unfortunately, however, you may also be facing unwelcome tax complications. At Surprenant & Beneski, P.C., our skilled estate planning attorneys are well-prepared to guide you through, refreshing your tax strategies...
Avoiding Sibling Squabbles Over Keepsakes and Heirlooms
At Surprenant & Beneski, P.C., our estate planning attorneys know that when a loved one passes away, inherited keepsakes and heirlooms can be as important to beneficiaries as monetary inheritance. Because of the deep sentimental value of grandma’s wedding ring or grandpa’s violin, the distribution of keepsakes and heirlooms can, if...