Newsletter Category: Client Newsletter

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...

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...

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...

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...