Estate Planning Blog – Surprenant, Beneski & Nunes

What to Do When You Inherit Property With Siblings

Inheriting property with siblings often brings both practical and emotional questions to the surface. Decisions about whether to keep, sell, or divide the property can affect finances, taxes, and family relationships, and no single sibling can act alone. Because every major choice requires agreement or a legal process to resolve a deadlock,...

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Planning for Early-Onset Alzheimer’s or Dementia

An early-onset Alzheimer’s or dementia diagnosis often brings immediate legal and financial concerns, particularly for people who are still working, parenting, or supporting others. Early planning gives you the opportunity to put decision-making authority in place while you still have legal capacity and to safeguard income, benefits, and long-term care options as...

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Plan today. Feel good tomorrow.

A Message from Michelle D. Beneski, Managing Partner, CELA, LLM Taxation

At Surprenant, Beneski & Nunes, we have always been about helping you "get your ducks in a row". For decades, this phrase has defined our firm’s identity, representing our commitment to helping families find order and security...

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Can You Contest a Trust in Massachusetts?

You can contest a trust in Massachusetts, but only under specific circumstances and within strict time limits. Courts do not undo a trust simply because the result feels unfair. There must be evidence that something legally went wrong when the trust was created or later amended.

When a trust...

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