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Ducks in a Row: The Estate Planning Guide

Business EN ↓ 6 episodes

*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.

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Episodes

What Happens If You Become Incapacitated Without a Plan in Massachusetts? 07.07.2026 11:19

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 co...

Understanding Essential Estate Planning Documents 23.06.2026 12:59

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 cl...

The First 90 Days After a Parent’s Diagnosis: Legal Steps Massachusetts Families Should Consider 09.06.2026 16:06

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...

Medicaid Planning in Massachusetts: What Families Get Wrong About Long-Term Care 26.05.2026 16:50

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...

Will vs. Trust in Massachusetts: What Actually Makes Sense for Your Family? 28.04.2026 18:12

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:...

What Happens If You Die Without an Estate Plan in Massachusetts? 14.04.2026 18:00

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 fam...