Estate Planning Blog – Surprenant, Beneski & Nunes

Passing Down Property Just Got Easier: Understanding MA’s Home Inspection Exemptions for Estate Planning 

Message from Managing Partner Erin L. Nunes, Esq.  

A recent change in Massachusetts law has introduced new home inspection requirements that could impact estate planning strategies involving real estate transfers. Designed to increase transparency and safety in property transactions, the law mandates specific inspection protocols that now apply not...

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A house key and a wooden, house-shaped keychain rest on the sand of a sunny beach, with the sparkling blue ocean in the background.

Legal Solutions for Preserving Shared Vacation Properties

A family vacation home can be a source of lasting memories, but also potential friction. When multiple people inherit or co-own a cherished getaway, good intentions alone aren’t always enough to prevent problems. Scheduling conflicts, differing financial contributions, or a co-owner’s desire to sell can create real tension. Fortunately, there are legal...

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A joyful, multi-generational family portrait of grandparents, parents, and two children in a living room.

Legal and Financial Planning For Multi-Generational Households

Across Massachusetts, more families are choosing to live together under one roof. Whether it’s adult children moving in with aging parents, grandparents helping raise grandchildren, or multiple generations pooling resources, these arrangements can offer both emotional and financial support. However, they also raise new questions about property rights, caregiving responsibilities, and long-term...

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Can I Lose Medicaid if I Sell My House?

Selling a home is a significant financial event, especially when you’re receiving Medicaid benefits. One question we often hear is whether selling a house could affect Medicaid eligibility. In Massachusetts, MassHealth has strict rules around income and assets, and selling your home can put those benefits at risk if not handled properly....

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Woman embraces man during support group meeting, eyes closed in relief

Substance Use Disorders and Inheritance Planning

Families facing substance use disorders know how complicated the situation can be. You want to protect your loved one, provide for them, and support their recovery, but without putting them or their inheritance at risk. A traditional estate plan may not provide the necessary safeguards. With thoughtful planning, it’s possible to leave...

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