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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...

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 many businesses to report information about their beneficial owners to the Financial...

Are your estate plans in order? Many people put off this vital step, but it's crucial for protecting your loved ones and your assets. Join Surprenant, Beneski & Nunes, P.C. for a FREE "Estate Planning 101: Secure Your Legacy" workshop! Attorney Rebecca S. Spinner will explain the basics of estate planning, covering wills vs. trusts,...

Caring for an aging parent is never easy, and it can be even more challenging when adult children don’t see eye to eye. One sibling may want Mom to stay at home with hired help, while another believes a move to assisted living is best. Emotions often run high, especially when the parent’s health...

When you create an estate plan, you’re doing more than just passing on your belongings. You’re also deciding who should manage your affairs, take care of loved ones, and carry out your wishes. These designations deserve careful thought. The right people and the right instructions can help prevent confusion, conflict, and delays down the...