Every successful estate plan begins with a foundation of kindness and open communication A secure future begins with a simple conversation, and Debi is dedicated to making that first contact both reassuring and seamless. Serving as a Support Specialist in the Estate Planning Department, Debi understands the emotional weight that can accompany these decisions and strives to provide a calm, supportive environment for every client. She is your primary resource for navigating the firm’s unique planning approach, answering logistical questions, and managing the scheduling of vital appointments. Debi’s commitment to thorough communication ensures that you feel heard and respected as you take these important steps toward lasting peace of mind.
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 […]
