Ducks in a Row: The Estate Planning Guide
*Ducks in a Row: The Estate Planning Guide* is a comprehensive resource hosted by Attorney Erin Nunes from Surprenant, Beneski, and Nunes, focusing on empowering southeastern Massachusetts families with proactive estate planning strategies. The show offers expert insights and practical guidance on securing your family's future through thoughtful planning.
Episodes
Episode Summary: In this episode of Ducks in a Row: the Estate Planning Guide, attorney Erin Nunes discusses the complexities of protecting your home when long-term care becomes necessary. Joined by host Evan Mack, Erin explains the common misconceptions families have about nursing homes taking their homes and clarifies the role of MassHealth in estate recovery. They delve into the intricacies of asset protection, the importa...
Episode Summary: In this episode of Ducks in a Row: the Estate Planning Guide, attorney Erin Nunes from Surprenant, Beneski, and Nunes delves into the complexities surrounding bank accounts after a loved one passes away. Host Evan Mack guides the discussion as Erin explains the probate process in Massachusetts, highlighting the importance of account ownership and beneficiary designations.
The episode clarifies the diffe...
Episode Summary: In this episode of Ducks in a Row: the Estate Planning Guide, host Lisa Mosbey is joined by Attorney Erin Nunes, a managing partner at Surprenant, Beneski, and Nunes. They delve into the intricacies of avoiding probate in Massachusetts without setting up a trust. Erin explains the probate process, the role of wills, and how assets like homes and vehicles typically go through probate.
She discusses alter...
Episode Summary:
In this episode of Ducks in a Row: the Estate Planning Guide: host Lisa Mosbey sits down with Attorney Erin Nunes, a managing partner at Surprenant, Beneski, and Nunes, to discuss the critical role of a power of attorney in estate planning. Erin explains what a power of attorney is, the types of decisions it allows, and the importance of having a comprehensive document. The conversation delves into real-life scenar...
Episode Summary: In this episode of Ducks in a Row: the Estate Planning Guide, Attorney Erin Nunes, a managing partner at Surprenant,Beneski and Nunes, discusses the complexities surrounding legal incapacity and the importance of estate planning. Host Evan Mack and Erin explore what happens when someone becomes unable to make decisions for themselves without a plan in place. They delve into the court processes of conservatorship an...
Episode Summary: In this episode of Ducks in a Row, the Estate Planning Guide, attorney Erin Nunes from Surprenant, Beneski and Nunes discusses the critical documents involved in estate planning. Erin explains the importance of foundational documents like wills, trusts, powers of attorney, and healthcare proxies, emphasizing their role in safeguarding assets and ensuring wishes are honored. She clarifies common misconceptions about...
Episode Summary: In this episode of Ducks in a Row, the Estate Planning Guide, Erin Nunes, a managing partner at Surprenant, Beneski, and Nunes, delves into the intricacies of estate planning. They discuss the critical importance of having a plan in place, especially after a parent's diagnosis that could lead to legal incapacitation. Erin explains common pitfalls Massachusetts families face, such as the risks of giving away assets ...
Episode Summary: In this episode of Ducks in a Row, the Estate Planning Guide, host Lisa Mosbey is joined by Attorney Erin Nunes from Surpenant, Beneski, and Nunes Estate Planning and Elder Law. They delve into the complexities of MassHealth, Medicaid, and Medicare, focusing on the distinctions and implications for Massachusetts residents. Erin explains the critical five-year lookback rule and its impact on last-minute planning. Th...
Episode Summary: In this episode of *Ducks in a Row: The Estate Planning Guide*, Attorney Erin Nunes sheds light on the critical distinctions between wills and trusts in Massachusetts. Discover how these legal tools impact probate, privacy, costs, and family dynamics, offering invaluable insights for effective estate planning strategies.
Key Timestamps: 00:00 – Episode intro and guest overview 00:45 – Difference between...
Episode Summary: In this episode of *Ducks in a Row: The Estate Planning Guide* Attorney Erin Nunes sheds light on the common pitfalls families face when estate planning is delayed until a crisis hits. She emphasizes the importance of having a will and outlines how intestacy laws in Massachusetts can impact asset distribution. Erin also provides insights on avoiding probate, navigating blended family dynamics, and ensuring minor ch...
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