To Trust or Not to Trust — That is the Question
If you decide on a trust, which one is best? The question of whether you need a trust or not in your estate plan, is best answered after a discussion […]
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Passing on Vacation Home? Do They Really Want It?
If you are going to pass it on, you probably want to pass it on sooner rather than later. You can pass on a gift of $11.4 million under the […]
Read MoreTough Situations May Develop when Inheriting the Family Farm
Tax liabilities can lead to a severe financial misstep. If you are likely to inherit the family farm, it would be wise to pay special, close attention to your estate […]
Read MoreWhen an Executor Is Overwhelmed: Options for Getting Help
Serving as an executor, known as a personal representative in Massachusetts, can feel like a full-time responsibility when you are handling paperwork, deadlines, and family expectations. If you are struggling […]
Read MoreWhat to Do When a Personal Representative Fails to Follow the Will
If a personal representative is not following the terms of a will in Massachusetts, you can petition the Probate and Family Court to enforce the will, require an accounting, or […]
Read MoreWhat to Do When You Inherit Property With Siblings
Inheriting property with siblings often brings both practical and emotional questions to the surface. Decisions about whether to keep, sell, or divide the property can affect finances, taxes, and family […]
Read MoreWhy Adult Children and Parents Should Attend This Program—Together
By Erin L. Nunes, Managing Partner, Surprenant, Beneski & Nunes, P.C. Every week, our office meets families who wish they had started planning sooner—or had a clearer understanding of the changes unfolding […]
Read More4/8/26 Planning for the future doesn’t have to feel overwhelming!
In partnership with Rockland Trust and Best of Care, we’re bringing together trusted local senior care experts—all in one place to make things simple and more approachable. Stop by for some […]
Read MorePlan today. Feel good tomorrow.
A Message from Michelle D. Beneski, Managing Partner, CELA, LLM Taxation At Surprenant, Beneski & Nunes, we have always been about helping you “get your ducks in a row”. For […]
Read MoreLegal Solutions for Preserving Shared Vacation Properties
A family vacation home can be a source of lasting memories, but also potential friction. When multiple people inherit or co-own a cherished getaway, good intentions alone aren’t always enough […]
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