http://www.vimeo.com/11993865

Helping You Plan for & Protect Yourself and Those You Love.

We’re passionate about our work; we know how important it is to develop and implement a plan that takes care of you and your loved ones at all stages of your life.  Guiding Important Life Choices - See what S&B client’s have to say:

The law firm of Surprenant & Beneski, P.C. met all our needs, and, by far, exceeded our expectations. We feel tremendous relief to have this planning completed. Mom can now enjoy her days knowing that the future is taken care of. Thanks for your sensitive attention to the details. ….Sincerely,  Cindy Kolesinskas

Protect Your Loved Ones and Your Hard Earned Savings with Our FREE GUIDES

Visit our Blog Here            Listen to our Radio Program

Get Insider Secrets from our FREE “Family Wealth Report” E- Newsletter.  

 Our Ezine will keep you up to date and entertained.  

Our services include:  

Massachusetts Medicaid MassHealth planning, Medicaid Applications, Alzheimer’s Planning, Long Term Care planning, Veteran’s Benefit Planning, Advanced Estate Planning, Estate Tax Planning, Asset Protection Planning, Special Needs Planning, Estate Planning for Families with Young Children, Hospice Planning, Trusts, Wills, Durable Powers of Attorneys, Health Care Proxys, and Living Wills.  

Nursing Home Concerns

Are you worried about how to pay for nursing home care? You may have questions about MassHealth (Medicaid) eligibility but do not know the answers–or you are hearing conflicting advice from well-intentioned friends or family members. Discover how you can qualify for Massachusetts Medicaid legally and honestly. Our free guide has the information you need. Find out the truth about MassHealth (Massachusetts Medicaid) eligibility here.

You worked too hard to lose it all.  Asset Protection for Seniors

We provide seniors with an individual and unique plan to protect assets for future generations while providing for immediate and future needs.  We help Seniors legally protect their hard earned assets!

Estate and long term care planning is not just about what happens when you die.   The more important question is what happens if you do NOT die and are in need of care?  The best planning is done at the beginning of your elder journey while you are still relatively healthy. Don’t let high medical care costs take away your family’s saving.  With planning, you can protect yourself, your loved ones and your assets!  Click here to find out how..

Veteran’s Benefits - 

 Attention Veterans: Do you qualify for the little-known pension benefit?     Are you a War Veteran?  Did you serve during World War II, Korea, Vietnam or the Persion Gulf Wars?  Do you have high medical bills?  Are you the surviving spouse of a Veteran?  There is a little-known Veteran’s Benefit that can provide you with a monthly check to help pay for your care costs.  You owe it to yourself to find out more.  

Young Children at Home?

Have you named guardians for your children?
Do you have a plan for what would happen to your children if something happened to you?  Don’t leave your child’s future to chance. Get the answers you need here.

Child with Special Needs?

As parents of a child with special needs, you want to make sure that your child is protected for life. Our mission is to liberate parents from the fear they have about their child’s future and empower them to make the best decisions. Click here to find out how to build a fortress of protection for your child with special needs that will last a lifetime.

Estate Tax Worries?

Are you worried about the IRS taking half of what you worked so hard to create? Massachusetts imposes an estate tax on anyone who dies owning more that $1 million dollars in assets.  Your assets include your home, the death benefit of your life insurance and your retirement plan.  The tax begins at $30,000 for those owning $1,000,000. We can show you how to minimize, perhaps even eliminate your estate tax burden…  Click here for more information.

Want to know how to turn your IRA into millions for your children and grandchildren?

The IRA Inheritance Trust® is a specially designed trust whereby you can provide your beneficiaries with the best of both worlds - asset protection from claims of creditors, plus the ability for each of your beneficiaries to use their individual life expectancy to stretch out the RMDs.

Alzheimer’s Disease or Dementia?

If you have a loved one who has been affected by the devastating consequences of Alzheimer’s Disease or Dementia, you likely have a number of unanswered questions. Our  Alzheimer’s Legal Survival Guide offers real world solutions that will help you get good care for your loved one, protect your family’s finances, and regain peace of mind.  To find out more click here.

Trusted Advisors

Click here for a list of trusted professional advisors

Legal Disclaimer: The legal information presented on this web site is general in nature and applies only to matters governed by the laws of the Commonwealth of Massachusetts.  Nothing on this web site is intended to be or may be construed to be legal advice.  No attorney client relationship will exist with Surprenant & Beneski, P.C.. unless we so agree in writing after personal consultation. Please contact us for a consultation on your particular legal matter. This web site is not intended to and does not solicit clients for representation in matters outside of the Commonwealth of Massachusetts.