Erin L. Nunes, Esq. , Managing Partner
As an estate planning and elder law firm, we constantly monitor legal developments that impact our clients and the broader community. You may have heard about the Corporate Transparency Act (CTA), a federal law designed to combat illicit financial activities by requiring...
As our parents age, many of us find ourselves transitioning into a caregiving role. This can be a challenging, yet deeply rewarding, journey. In Massachusetts, a wealth of resources and support systems are available to help adult children provide the best possible...
A family vacation home can be a source of lasting memories, but also potential friction. When multiple people inherit or co-own a cherished getaway, good intentions alone aren’t always enough to prevent problems. Scheduling conflicts, differing financial contributions, or a co-owner’s desire to sell can create real tension. Fortunately, there are legal...
Across Massachusetts, more families are choosing to live together under one roof. Whether it’s adult children moving in with aging parents, grandparents helping raise grandchildren, or multiple generations pooling resources, these arrangements can offer both emotional and financial support. However, they also raise new questions about property rights, caregiving responsibilities, and long-term...
Many parents want to help their children when it matters most, not just after they’re gone. Whether it’s helping with a first home, college tuition, or starting a business, the idea of passing on part of an inheritance early can be appealing. But before you start writing checks, it’s important to understand...
Disinheriting someone from your estate is a serious decision, and one that must be clearly documented and carefully executed. In Massachusetts, adults can legally disinherit family members, including adult children, siblings, or parents. However, you cannot entirely disinherit a spouse unless specific planning steps are taken.
Spouses are protected...
A Revocable Living Trust (RLT) is a powerful estate planning tool, offering benefits like avoiding probate, maintaining privacy, and providing for seamless asset management in case of incapacity. However, the true power of an RLT lies not just in its creation,...
Hi Millennials! I’m Rebecca S. Spinner, an estate planning attorney with Surprenant, Beneski & Nunes P.C. and a fellow Millennial living and working right here in Massachusetts. I work with people of all ages every day, and I've noticed a common misconception repeated...
Every estate plan tells a story of values, priorities, and relationships. When it comes to children you’ve become distant from, deciding what role they should play in your legacy can be one of the most difficult parts of planning. Some parents lean toward inclusion to preserve family ties, while others feel a...
You've worked hard your entire life to build and protect what matters most. Now, it's time to ensure that your legacy, your wishes, and your loved ones are secure. Many people put off estate planning because they think it's complicated, but we've made the process simple and accessible. With our streamlined approach,...
