What to Do When You Inherit Property With Siblings

Inheriting property with siblings often brings both practical and emotional questions to the surface. Decisions about whether to keep, sell, or divide the property can affect finances, taxes, and family relationships, and no single sibling can act alone. Because every major choice requires agreement or a legal process to resolve a deadlock,...

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Plan today. Feel good tomorrow.

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 decades, this phrase has defined our firm’s identity, representing our commitment to helping families find order and security...

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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...

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’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...

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