What Is a Pour-Over-Will and When Is it Useful?
A pour-over will acts as a safety net in estate planning. It ensures that any assets not included in your trust during your lifetime are transferred into it after your […]
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Transferring Your Home to a Beneficiary Prior to Death vs. Leaving It in Your Will
Deciding how to pass your home to your beneficiary is a significant and personal decision. You can either transfer ownership while you’re still alive or leave it to them in […]
Read MoreIs a Trust Better Than a Will?
Have you ever wondered whether a trust or a Will is better for your estate planning needs? Many people face this dilemma when considering how to protect their assets and […]
Read MorePlease join us for Wills, Wealth and Wine
SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Presented by: Erin L. Nunes Esq., Partner and Brendan Gallagher CFP©, CRC© from Pinnacle Investments Why it is important to coordinate an estate […]
Read MoreTransferring Your Home to a Beneficiary Prior to Death vs. Leaving It in Your Will
Deciding how to pass your home to your beneficiary is a significant and personal decision. You can either transfer ownership while you’re still alive or leave it to them in […]
Read MoreWILLS & WINE with Attorney Erin L. Nunes, Partner
SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Erin is a committed advocate for the aging population. As an attorney at Surprenant & Beneski, P.C., she exhibit a passion for helping […]
Read MoreWILLS & WINE at Atria Woodbriar with Atty. Erin L. Nunes, Partner
SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP Protect your loved ones. Learn how to avoid probate, minimize taxes, and ensure your wishes are followed. Answers to your questions. Discover the […]
Read MoreLast Will and Testament
Creating a Last Will and Testament is a crucial step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. This process allows you […]
Read MoreThe Dangers of Having No Will or Trust in Place and Losing Capacity Before Death
Considering the undeniable fact of our mortality, it is surprising how many people delay or overlook the importance of estate planning, including the drafting of wills and trusts. At Surprenant […]
Read MoreWill and Trust Contests: How To Prevent Challenges From Unhappy Beneficiaries
Even if you have the purest intentions of providing for your loved ones when you pass and foresee a smooth transfer of assets, you should be aware that one disgruntled […]
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