Disinheriting someone from your estate is a serious decision, and one that must be clearly documented and carefully executed. In Massachusetts, adults can legally disinherit family members, including adult children, siblings, or parents. However, you cannot entirely disinherit a spouse unless specific planning steps are taken.
Spouses are protected...
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,...
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...
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...
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...
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,...
Are you caring for an aging parent or loved one who needs support during the day? Adult day health programs offer a structured, safe environment where adults with medical needs or cognitive impairments can receive care, engage socially, and access important services while giving family caregivers peace of mind and time to...
Erin L. Nunes, Esq. , Managing Partner
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...
Surprenant, Beneski & Nunes Highlights How Proactive Legal Guidance Can Ease the Burden on Caregivers and Loved Ones
New Bedford, Massachusetts – The new PBS documentary Caregiving, executive produced by Bradley Cooper and narrated by Uzo Aduba, has struck a powerful chord across the country, but especially with the team at Surprenant,...
As we age, many of us worry about what could happen if memory or decision-making abilities start to decline. Conditions like Alzheimer’s or other forms of dementia often come on gradually, making it hard to know when or how to shift important responsibilities to someone else. That’s why building time-triggered or condition-triggered...
