Closing an Estate
Closing an estate in Southeastern Massachusetts is the final step in settling a loved one’s affairs, but getting there requires careful attention to legal and financial details. Before an estate […]
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Estate Administration Without a Will
When someone dies without a will in Massachusetts, their estate does not automatically pass to family members. Instead, it must go through the probate process under the state’s intestacy laws, […]
Read MoreHow Financial & Estate Planners Work Together to Guide You
Financial planners and estate planners perform different, but complementary, roles. Financial planners assist you in managing wealth during your lifetime. They help assess financial health and goals, review investment strategies, […]
Read MoreWhat Happens When an Estate Cannot Pay All Its Debts
When an estate in Massachusetts cannot pay all of its debts, the estate is considered insolvent. In that situation, the personal representative must follow a strict legal order for paying […]
Read MoreDon’t Let Your Dream Home Become a Nightmare: Understanding Life Estate Deeds
By Dan Surprenant, Esq., CELA, Managing Partner Life Estate Deeds sound simple: You get to live in your house for life, and it passes directly to your children after you’re […]
Read MoreAI and The New Era of Document Preparation: Why a Human Estate Planner is Irreplaceable
Attorney Erin L. Nunes, Esq. Partner The world of law, like many other industries, is changing fast. With the rise of Artificial Intelligence (AI) tools, you can now generate all sorts of […]
Read MoreESTATE PLANNING 101 SECURE YOUR LEGACY with Rebecca S. Spinner, Esq., Senior Associate
THURSDAY, January 29, 2026 2:00 pm – 3:30 pm The Terraces 60 Daley Ter, Orleans, MA 02653 Join us for an informative presentation about estate planning and learn how […]
Read MoreHow Long Does It Take to Administer an Estate?
Estate administration in Massachusetts often takes nine months to a year, although some estates close sooner and others take longer. The timing depends on court filings, creditor claims, tax issues, […]
Read MoreWhy Your Old Estate Planning Documents Might Not “Cut the Mustard”
Let’s be honest—most of us don’t think about estate planning until we absolutely have to. Maybe you drafted a will or trust years ago and thought, “Great, that’s done. I’m all set.” But here’s the thing: estate planning isn’t a “set it and forget it” kind of […]
Read MoreStart the New Year Right: Your 2026 Estate Planning Checkup
Erin L. Nunes, Esq. Managing Partner The start of a new year naturally encourages us to reflect, set new goals, and get our affairs in order. While you might be […]
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