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 your wishes are legally enforceable and structured in a way that reduces the risk of disputes later. Families are rarely identical, and...
Plan today. Feel good tomorrow.
A Message from Michelle D. Beneski, Managing Partner, CELA, LLM Taxation
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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...
Meet the Comfort Duck—The Relief of Feeling Cared For
Welcome to Week 3 of Feel Good February. So far, we’ve secured our team with the Guardian Duck and organized our assets with the Treasure Duck. This week, we introduce a guide that handles one of the most personal and emotional aspects of planning: The Comfort Duck.
At Surprenant, Beneski & Nunes, we believe that estate planning...
The “Granny Flat” Revolution: How the New Massachusetts’ ADU Law Could Impact Estate Planning
Erin L. Nunes, Esq., Managing Partner
The phrase "aging in place" has long been a goal for many Massachusetts families. The desire for seniors to remain in their homes, surrounded by loved ones and familiar communities, is strong. But the reality of high costs for assisted living and in-home care often...
Why Your Old Estate Planning Documents Might Not “Cut the Mustard”
Let’s be honest—most of us don’t think about estate planning until we absolutely have to. Maybe you drafted a will or trust years ago and thought, “Great, that’s done. I’m all set.” But here’s the thing: estate planning isn’t a “set it and forget it” kind of deal. Life changes, laws change, and if your documents are stuck in the past, they might not do what you think they...
’Tis the Season… to Review Your Estate Plan
By Attorney Erin L. Nunes, Esq., Managing Partner
A Lighthearted Holiday Reminder from Our Team
The holiday season is here—a time filled with family gatherings, festive traditions, and at least one spirited debate about whether “Die Hard” is truly a Christmas movie. Amid the celebrations, it’s also a surprisingly...
“’Tis the Season to… Update Your Will?” A (Gently) Hilarious Holiday Estate Planning Blog
Ah, the holiday season. A magical time of year filled with twinkling lights, festive cookies, and at least one family member who believes “Die Hard” is absolutely a Christmas movie (even though we all know it isn't).
It’s also the one time of year when many of us pause to...
Too Busy for Estate Planning? Why Delaying Could Cost You—and Your Loved Ones—More Than You Think
In a world that celebrates productivity and constant motion, estate planning often slips to the bottom of the to-do list. Between managing careers, raising families, caring for aging parents, and keeping up with daily responsibilities, many people feel they simply don’t have the time to think about wills, trusts, or long-term financial protections.
What to Look for While Visiting Aging Family During the Holidays: A Guide to Future Planning
Spending quality time with family is undoubtedly one of the best things about the holiday season. For those with aging loved ones, this time is especially precious. Beyond making cherished memories, the holidays offer a critical opportunity to observe, assess, and ensure your loved ones are safe, happy, and prepared for the future.