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.
Archives: Newsletters

Client Newsletter: Apr. 7, 2025
Surprenant & Beneski, P.C. Transitions to Surprenant, Beneski & Nunes, P.C. with Partner Erin Nunes Joining Firm Ownership
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
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
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
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
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?
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
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
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
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...