Newsletter Category: Client Newsletter

Client Newsletter: Oct. 3, 2025
Big News for Business Owners: Understanding the Latest Changes to the Corporate Transparency Act

Client Newsletter: Sep. 26, 2025
Guiding Your Loved Ones: A Comprehensive Approach to Caring for Aging Parents in Massachusetts

Client Newsletter: Sep. 19, 2025
Can I Lose Medicaid if I Sell My House?

Client Newsletter: Sep. 16, 2025
Can I Lose Medicaid if I Sell My House?

Client Newsletter: Sep. 12, 2025
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 clear separation...

Client Newsletter: Sep. 5, 2025
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, you can...

Client Newsletter: Aug. 29, 2025
Navigating the Funding of Your Revocable Living Trust (RLT)
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, but in its proper funding. An unfunded or improperly funded RLT can undermine...

Client Newsletter: Aug. 22, 2025
You’re Young, You’re Thriving… But Have You Thought About This? Estate Planning for Millennials
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 time and time again: estate planning is only for older generations.
Let...

Client Newsletter: Aug. 15, 2025
Your Checklist: Your Last Will and Testament
Making a will might seem like a daunting task, but we promise it’s more straightforward than you think. The first step is often the hardest—deciding to get started. The second step is simply gathering some information.
To help you feel prepared and confident for your initial consultation, we’ve put together a simple checklist. By gathering...