Surprenant, Beneski & Nunes P.C.

06/04/2026

Blended families need more than good intentions. Erin Nunes explains why clear planning avoids leaving someone out.

Click the bio link to listen to the full episode.
https://bio.link/ducksinarow

05/31/2026

A will speaks after death, not before. Erin Nunes shows how a trust protects families during incapacity too.

Click the bio link to listen to the full episode.
https://bio.link/ducksinarow

05/30/2026

How Trusts Allow Flexible and Custom Inheritance Plans

Erin L. Nunes explains that trusts offer a high level of flexibility when it comes to passing assets to beneficiaries. Each family situation is different, and a trust can be tailored to match those needs. Instead of giving a large lump sum to a young beneficiary, a trust can distribute funds over time, such as monthly payments or staged distributions at certain ages like 25, 30, and 35. This structure helps protect assets and ensures they are used responsibly. Trusts allow for highly customized plans that align with a person’s goals and the specific needs of their beneficiaries.

Click the bio link to listen to the full episode.
https://bio.link/ducksinarow

05/29/2026

Some people leave a lasting impression no matter how short the time.

We’ve been so lucky to have Hannah as part of our team. In her time with us, she quickly became someone both our clients and staff absolutely adored — kind, professional, thoughtful, and truly exceptional at what she does.

As she heads off to graduate school, we couldn’t be more excited for this next adventure and chapter ahead. While we’ll definitely miss her around the office, we know she’s going to do incredible things wherever life takes her.

Wishing you all the success, happiness, and unforgettable experiences ahead, Hannah. Thank you for everything you brought to our team — once part of the team, always part of the team. ❤💐✈️🎓🌍

05/28/2026

✅Help support Team SBN by voting for us in the upcoming Community Choice Awards! There are only a few days left! Here are links: Southcoast Voting https://southcoasttoday.gannettcontests.com/2026-SouthCoast-Communitys-Choice-Awards/ and for the Cape Voting https://yourchoiceawards.com/capecod

05/28/2026

Planning for the future doesn’t have to be overwhelming!
Join us on Wednesday, June 17, 2026 from 10:30 am - 12:00 pm for an engaging and easy-to-understand presentation on estate planning—and learn how simple steps today can protect what matters most with Rebecca Spinner, Esq., Senior Associate Attorney.

Attorney Spinner will explain why foundational documents are the cornerstone of every good plan, what they include, and why every adult 18+ needs them. You’ll also gain practical insights into asset protection, long-term care, minimizing taxes, and keeping your legacy in the family!

Topics that will be covered:
- Wills vs. Trusts
- How to Avoid Probate
- Smart Asset Protection Strategies
- Long-Term Care Planning
And more!

Light refreshments will be served.

View information on our Join us for a FREE Estate Planning Workshop on June 17 in Falmouth! event. Contact our staff for more information or to schedule a consultation with our attorneys.

05/28/2026

When Wills and Powers Take Effect

Erin L. Nunes explains that a will only takes effect after a person passes away, so naming someone in a will has no legal power during their lifetime. In contrast, a trust can give someone authority to act immediately if a person becomes incapacitated. She also highlights that documents like a durable power of attorney and a healthcare proxy allow a trusted person to make financial, legal, and medical decisions if someone is unable to do so themselves. These tools ensure decisions can still be made when needed, without delay.

Click the bio link to listen to the full episode.
https://bio.link/ducksinarow

05/26/2026

We are grateful for our clients. Today, Taylor, received a thoughtful gesture from one of the clients she has been helping recently. She serves as our case manager in the Medicaid Planning department, supporting the attorney team working on MassHealth eligibility for long term care. The flowers were a thank you for her professionalism and care shown during a very stressful time. Well done, Taylor. That's the SBN way! 🌼💐🌺👏💖

05/26/2026

Many believe trusts are only for the wealthy. Erin Nunes explains even simple estates can benefit from the right structure.

Click the bio link to listen to the full episode.
https://bio.link/ducksinarow

05/25/2026

Why a Will Does Not Help During Incapacity

Erin L. Nunes explains that a will only takes effect after a person passes away, which means it does not provide any authority during incapacity. Even if someone is named to manage an estate, that authority does not begin until death. A trust can fill this gap by allowing someone to step in and manage assets if the person becomes unable to do so. In addition, documents like a durable power of attorney and a healthcare proxy allow a trusted person to make financial, legal, and medical decisions during incapacity, ensuring important matters are handled without delay.

Click the bio link to listen to the full episode.
https://bio.link/ducksinarow