Estate Planning Blog – Surprenant, Beneski & Nunes

Meet the Guardian Duck—The Secret to Feeling Secure 

As we kick off Feel Good February, we’re starting with the foundation of any great plan: the people. We call this first step The Guardian Duck. 

While estate planning often brings to mind stacks of paper and legal jargon, the Guardian Duck represents something much simpler and more human—security. It’s the peace of mind that comes from knowing that if you...

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What Assets Does MassHealth Allow You to Keep?

MassHealth has strict financial limits, but not every asset counts toward eligibility. Some personal property, a primary residence within equity limits, certain vehicles, life insurance with low cash value, and approved burial funds can remain protected. Countable assets include savings, investments, and real estate that is not your home. Understanding how these...

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How Long Does It Take to Administer an Estate?

Estate administration in Massachusetts often takes nine months to a year, although some estates close sooner and others take longer. The timing depends on court filings, creditor claims, tax issues, disputes among beneficiaries, and how quickly the personal representative can gather and distribute assets. Most beneficiaries receive partial or full distributions once...

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Why Your Old Estate Planning Documents Might Not “Cut the Mustard” 

Let’s be honest—most of us don’t think about estate planning until we absolutely have to. Maybe you drafted a will or trust years ago and thought, “Great, that’s done. I’m all set.” But here’s the thing: estate planning isn’t a “set it and forget it” kind of deal. Life changes, laws change, and if your documents are stuck in the past, they might not do what you think they...

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Strengthening Connections with Elderly Loved Ones Through the Power of Nostalgia: How Shared Memories Can Support Meaningful Conversations About Estate Planning

By Attorney Erin L. Nunes, Esq., Managing Partner

As our parents, grandparents, and other aging loved ones grow older, finding meaningful ways to stay connected becomes increasingly important. Many families, however, struggle to start deeper conversations—especially when the topics involve long-term care, wills, or estate planning. One surprisingly effective...

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