myfamilyestateplanning.comEstate Planning Lawyers Southeastern Massachusetts & Cape Cod

Estate Planning Lawyers Southeastern Massachusetts & Cape Cod of the page as possible. -- Skip to content Return home Call our office 508.994.5200 View our profile on Facebook View our feed on Twitter View our firm profile on LinkedIn View our channel on Youtube View our profile on Instagram Home Practice Areas Estate Planning Advantages to Working with an Attorney Instead of Online Services Estate Planning with Alzheimer’s Estate Planning for Single Seniors Estate Planning For a Young Family Foundational Estate Planning Documents Living Wills Kids Protection Plan Powers of Attorney Irrevocable Trusts vs. Revocable Trusts The Difference Between Executor, Trustee & Guardian Naming a Guardian for Your Child SECURE Act & Estate Planning Virtual Estate Planning Probate Probate Assets vs. Non-Probate Assets Trust Administration Elder Law Elder Law Overview Care Planning Questions Long Term Care Planning Planning For Myself Incapacity Planning Medicaid Planning How To Assess the Situation with Your Senior Relative Reasons to Hire a Certified Elder Law Attorney Reasons to Hire a MassHealth Planning Attorney Special Needs Planning Estate Tax Planning Charitable Planning Business Succession Planning CARES Act Asset Protection Preserving Your Assets with Trusts About Us About Us Overview Daniel Surprenant, Esq., CELA Michelle Beneski, Esq., CELA, LLM Taxation Brandon Walecka, Esq., LLM Elder Law Erin L. 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Our Covid-19 Precautions × Important Covid-19 Update A new law in Massachusetts permits notaries in the Commonwealth to notarize documents remotely through electronic videoconferencing for as long as Massachusetts remains under the COVID-19 state of emergency. This can make estate planning proceedings run much more efficiently during this challenging period as we can now help you through every step of the process virtually. Remember, during the Covid-19 situation, we are available to help and have taken every precaution to protect your health and safety. We've adjusted our process to comply with current protocol Access to our office locations is BY APPOINTMENT ONLY Contact us - we'll coordinate the easiest, safest way to connect with our legal team. Call our main operations number: 508-690-4326 Via our website: myfamilyestateplanning.com Message us on our Facebook page Read Our UPDATED Office Precauions Close We serve clients throughout Southeastern Massachusetts & Cape Cod Estate planning may seem overwhelming and daunting, but it’s really a matter of getting your affairs in order. Of course, no two estate plans are alike. Some individuals may only require a will-based plan, while others may benefit from establishing trusts. Regardless of what your needs may be, the best way to plan for your future, protect your interests, and provide for your loved ones is to consult a trustworthy estate planning attorney. Surprenant & Beneski, P.C. is a premier estate planning and elder law practice serving clients in Southern Massachusetts, Cape Cod and the Islands. Our lead partners, Daniel Surprenant and Michelle Beneski, are certified as elder law attorneys by the National Elder Law Foundation, only 2 of 24 CELA attorneys practicing in Massachusetts. This distinction makes our firm uniquely qualified to handle all of your estate plan. When you become our client, you will have peace of mind knowing that your future, your family, and your wealth are in good hands. Our Practice Areas Estate Planning Estate & Trust Administration Elder Law Special Needs Planning Business Succession Estate Planning Estate planning can help to achieve a number of important objectives, not the least of which are preserving your wealth, providing for your loved ones, and planning for long-term care. Regardless of your financial status or family circumstances, the best way to protect your assets and your legacy is to consult an experienced estate planning attorney. Learn More about Estate Planning Estate & Trust Administration At Surprenant & Beneski, P.C., our team of estate planning attorneys help clients navigate the complicated trust administration process in Massachusetts. In addition to providing advice and guidance to trustees, our team also works to protect the rights of beneficiaries. Learn More about Estate & Trust Administration Elder Law As our society ages, more individuals will face unique challenges regarding their estates, the cost of long-term care, and other financial concerns. The practice of elder law, which encompasses estate planning, long-term care planning, guardianships, and other aspects of law, is dedicated to helping elders and their loved ones meet these challenges. Learn More about Elder Law Special Needs Planning If you are caring for a child or young adult with a disability, you likely have concerns about their future when you are no longer around to provide for them. Individuals with special needs often receive public benefits such as Social Security disability benefits and Medicaid (MassHealth), however, receiving an inheritance could jeopardize their benefit status. Learn More about Special Needs Planning Business Succession According to the U.S. Census Bureau, about 90 percent of businesses in the U.S. are family-owned or controlled, many of which may not be prepared for the owner’s sudden death, illness or retirement. Given the fact that no business can survive without a capable leader at the helm, the best way to protect your family-run or closely-held business is by establishing a business succession plan. Learn More about Business Succession Why do I need an estate plan? Some people think they don’t need an estate plan because they don’t own property, are unmarried or don’t have children. Nonetheless, everyone has an “estate,” which means that estate planning is for everyone. It’s also the responsible thing to do. Without an estate plan, your property will be managed and distributed according to the intestacy laws of Massachusetts, which will likely not agree with your wishes. At Surprenant & Beneski, P.C., we will work collaboratively with you to design an estate plan that suits your unique needs and helps achieve your objectives. When you partner with us, we will take the stress out of the process and provide you with guidance when you need it most. We start by gaining an understanding of your estate — real estate, investments, retirement plans, insurance — and then help to build your support team — healthcare agent, guardian, executor, trustee. We are committed to helping you protect your interests and provide for your loved ones. Our team has extensive experience drawing up a wide variety of essential estate planning documents, including: Last Will and Testament (Will) Revocable Living Trust Irrevocable Trust (Special Needs Trust, Medicaid Trust) Durable Power of Attorney Advance Medical Directive (“Healthcare Proxy”) Living Will Estate planning requires the experience and expertise that our CELA attorneys and winning legal team provide. We are keenly aware that planning for the future and confronting your own mortality is never easy, but a well-conceived estate plan is really about preserving your wealth today so that ...