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Home » Client Newsletter

Newsletter Category: Client Newsletter

Client Newsletter: Apr. 7, 2025

Estate Planning in a Shifting Political Landscape: Why NOW is the Time to Act

Posted on April 7, 2025
The current political climate is marked by uncertainty, and this extends to the realm of estate planning. Shifting policies, potential tax law changes, and evolving social dynamics all underscore the importance of reviewing and updating your estate plan.
Client Newsletter: Apr. 7, 2025

Surprenant & Beneski, P.C. Transitions to Surprenant, Beneski & Nunes, P.C. with Partner Erin Nunes Joining Firm Ownership

Posted on April 7, 2025
Surprenant & Beneski, P.C. is proud to announce a significant milestone in the firm’s history as it welcomes Partner Erin L. Nunes into firm ownership. With this transition, the firm will rebrand as Surprenant, Beneski & Nunes, marking the next phase in its legacy of estate planning and elder law excellence.
Client Newsletter: Mar. 24, 2025

Navigating Uncertain Times: Estate Planning for the LGBTQ+ Communitys

Posted on March 24, 2025
As an estate planning and elder law attorney,a member of the Board of Directors of the Massachusetts LGBTQ Bar Association, and as a member of the LGBTQ+ community myself, I am acutely aware of the unique concerns and challenges we face, particularly in the current political climate.  Recent legislative efforts in many states, as well...
Client Newsletter: Oct. 25, 2024

Case Study: The Importance of Early Estate Planning

Posted on October 25, 2024
A husband and wife sought legal advice due to the wife’s need for in-home care. Neither spouse had previously considered estate planning.
Client Newsletter: Oct. 18, 2024

National Estate Planning Week: A Timely Reminder to Secure Your Future

Posted on October 18, 2024
National Estate Planning Week, October 21-27, 2024, offers an ideal opportunity to reflect on your personal and financial goals and ensure your legacy is protected. As a partner at Surprenant, Beneski & Nunes, P.C. , I’ve witnessed firsthand the transformative power of comprehensive estate planning.
Client Newsletter: Oct. 11, 2024

Estate Planning Steps You Should Take After Having a Child

Posted on October 11, 2024
Welcoming a new child into your family is exciting and joyous! It also makes you aware of the heavy responsibility that comes with being a new parent, and should make you eager to secure your child’s future through estate planning. At Surprenant, Beneski & Nunes, P.C. , our experienced attorneys understand the importance...
Client Newsletter: Oct. 4, 2024

Is a Trust Better Than a Will?

Posted on October 4, 2024
Have you ever wondered whether a trust or a Will is better for your estate planning needs? Many people face this dilemma when considering how to protect their assets and ensure their wishes are honored. Each option has its unique benefits and drawbacks, and choosing the right one can significantly impact how your estate...
Client Newsletter: Sep. 27, 2024

Recognizing the Signs of Elder Abuse and Financial Exploitation

Posted on September 27, 2024
As loved ones age, they become increasingly vulnerable to elder abuse and financial exploitation. If you have an older relative residing in a nursing home or other living situation in Southeastern Massachusetts whose well-being is in question, this blog is for you. In it, the skilled elder law attorneys of Surprenant, Beneski & Nunes,...
Client Newsletter: Sep. 23, 2024

Guest Blog: The Crucial Role of Mobility in Aging Gracefully at Home

Posted on September 23, 2024
As the golden years unfold, maintaining independence and a high quality of life becomes paramount for older adults. We all know that a financial plan is important after retirement, but we rarely consider a health plan.  One of the key factors contributing to our well-being is mobility. The ability to move freely, both within...
Client Newsletter: Sep. 13, 2024

Transferring Your Home to a Beneficiary Prior to Death vs. Leaving It in Your Will

Posted on September 13, 2024
Deciding how to pass your home to your beneficiary is a significant and personal decision. You can either transfer ownership while you’re still alive or leave it to them in your will. Each option comes with its own set of benefits and challenges, from tax implications to maintaining control over the property. By considering...
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Return home
Call our office 508.994.5200
  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration / Probate
  • About Us
    • About Us Overview
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • Resources Overview
    • Estate Planning Blog
    • Estate Planning Articles
    • Guides
      • Guide To Handling Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
      • Talking To Your Parents About Estate Planning
      • Step-By-Step Guide to the Estate Planning Process
      • The Probate Process
      • Surprenant, Beneski & Nunes Is Well-Prepared to Help You Plan Your Future
      • Estate Planning Checklist for Gen-Xers
    • Glossary
    • Ask The Attorney
    • Newsletters Archive
    • Newsletter Subscription
    • Video FAQs
    • Resources in the Community
    • Our Books
    • FAQs
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant, Beneski & Nunes, P.C.
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Contact Information
    • Cape Cod Location
    • New Bedford Location
    • Easton Location
    • Hyannis Location
    • Southeastern Massachusetts Location
    • Careers
×
  • Practice Areas
    • Estate Planning
    • Elder Law
    • Trust Administration
    • Medicaid/MassHealth Applications
    • Special Needs Planning
    • Estate Administration / Probate
  • About Us
    • About Us Overview
    • Mission Statement
    • Our Process
    • Our Team
    • Our History
  • Events
    • Professional Partners Events
    • Community Events
    • View All Events
  • Resources
    • Resources Overview
    • Estate Planning Blog
    • Estate Planning Articles
    • Guides
      • Guide To Handling Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
      • Talking To Your Parents About Estate Planning
      • Step-By-Step Guide to the Estate Planning Process
      • The Probate Process
      • Surprenant, Beneski & Nunes Is Well-Prepared to Help You Plan Your Future
      • Estate Planning Checklist for Gen-Xers
    • Glossary
    • Ask The Attorney
    • Newsletters Archive
    • Newsletter Subscription
    • Video FAQs
    • Resources in the Community
    • Our Books
    • FAQs
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant, Beneski & Nunes, P.C.
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Contact Information
    • Cape Cod Location
    • New Bedford Location
    • Easton Location
    • Hyannis Location
    • Southeastern Massachusetts Location
    • Careers