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...
Can I Give My Kids Their Inheritance Before I Die?
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 Family Members: Legal Requirements and Alternatives
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...
Navigating the Funding of Your Revocable Living Trust (RLT)
Erin L. Nunes, Esq., Managing Partner
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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,...
You’re Young, You’re Thriving… But Have You Thought About This? Estate Planning for Millennials
By Rebecca S. Spinner, Esq.
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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...
Should You Include Your Estranged Adult Children in Your Estate Plan?
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...
Secure Your Legacy with Virtual Consultations and Easy Signing
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,...
Big News for Business Owners: Understanding the Latest Changes to the Corporate Transparency Act
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...
Surprenant, Beneski & Nunes Responds to PBS “Caregiving” Documentary with Renewed Focus on Legal Support for Families
Surprenant, Beneski & Nunes Highlights How Proactive Legal Guidance Can Ease the Burden on Caregivers and Loved Ones
New Bedford, Massachusetts – The new PBS documentary Caregiving, executive produced by Bradley Cooper and narrated by Uzo Aduba, has struck a powerful chord across the country, but especially with the team at Surprenant,...
Looking for a Fourth of July fireworks show near you?
Check out our list of fireworks displays, organized by town, date, time, and rain date. If you don’t see your local event listed, visit Mass.gov or your city or town’s official website for the most up-to-date information.
Reminder: Leave fireworks to the professionals. Personal use of fireworks...