When Erin Nunes first joined the specialist legislation agency of Surprenant & Beneski some 20 years in the past, it was as a authorized secretary.
That first position could have been a low-ranking one, Nunes recollects, nevertheless it gave her a transparent perception into the crucial significance of the agency’s mission, which focuses on delivering premier elder legislation and property planning help providers to shoppers.
In reality, Nunes was so drawn by the work that she determined to review the legislation herself, first changing into a paralegal whereas nonetheless working on the agency earlier than ultimately incomes her legislation diploma in 2014, at which era she grew to become an affiliate legal professional.
In 2022, Nunes was promoted to accomplice on the agency, however the focus of her work has remained roughly the identical: serving to shoppers cope with the complexity of elder legislation and property planning.
As Nunes just lately instructed ThinkAdvisor, no person has a crystal ball that reveals what the longer term will deliver, however that doesn’t imply a talented legal professional or monetary planner can’t assist shoppers put together and plan for as lots of life’s uncertainties as attainable.
Of specific significance right this moment helps older shoppers defend their property from being depleted by long-term care, Nunes mentioned, and managing the complexities of affording care. It is usually essential to appropriately deal with tax points as they come up and to make sure that shoppers’ kids and grandchildren will obtain their inheritances as meant, whilst tax laws change over time.
The providers of specialist legislation companies like Surprenant & Beneski are in excessive demand because the U.S. child boomer inhabitants navigates retirement and prepares to cross a considerable quantity of wealth right down to the following generations, Nunes mentioned.
See the slideshow for a rundown of what Nunes sees as the largest misunderstandings and ignored elements that may damage the property planning course of. Advisors who may help their shoppers keep away from these pitfalls can ship important worth to their shoppers and in any other case collaborate extra successfully with property attorneys and elder legislation consultants.
