Your First Step Towards Peace of Mind: Estate Planning Client Support Specialist
Planning for the future is a significant step, and Cortney Jimenez is a Client Support Specialist dedicated to making the first step in planning for the future as comfortable and informative as possible. Understanding that thinking about these matters can feel overwhelming, she is committed to providing a warm and supportive experience through every interaction. Cortney is available to answer questions about estate planning, explain the firm’s process, and schedule document signings. She is committed to ensuring that clients feel well-informed and confident as she supports them through their estate planning journey.
Team Member Since 2024
You can leave unequal inheritances to your children as long as your estate plan clearly reflects your intent and complies with Massachusetts law. The focus should be on making sure […]
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 […]
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 […]
