Helping You Plan for, and 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
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
- Living Wills
- Business Succession Planning
Medicaid Planning
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, are you hearing conflicting advice about medicaid planning from well-intentioned friends or family members? Discover how you can qualify for Massachusetts Medicaid legally and honestly. Our free medicaid planning guide has the information you need to find the truth about MassHealth (Massachusetts Medicaid) eligibility. Read more.
You worked too hard to lose it all. Asset Protection for Seniors
You worked too hard to lose it all. At Surprenant & Beneski, P.C., 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! Read more.
Veterans 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 veterans benefit that can provide you with a monthly check to help pay for your care costs. You owe it to yourself to find out. Read more.
Planning For Young Children
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. Read more.
Special Needs Children
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. Find out how to build a fortress of protection for your child with special needs that will last a lifetime. Read more.
Estate Tax Planning
Are you worried about the IRS taking half of what you worked so hard to create? We can show you how to minimize, perhaps even eliminate your burden through proper estate tax planning. 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. Read more.
Living Trust Planning
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. Through living trust planning, you’re able to have 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. Read more.
Alzheimer’s Disease Help
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 quality care for your loved one, protect your family’s finances, and regain peace of mind. Read more.