Brendan J. King Featured in the Professional Advisor Network Journal on SECURE ACT
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bipartisan retirement bill that went into effect on January 1, 2020. The law contains many favorable provisions for retirement account owners, including removing the age limit for IRA...
The SECURE Act Substantially Changes the Rules about Inheritance of Retirement Accounts: What you need to know now
By Brendan J. King The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bipartisan retirement bill that went into effect on January 1, 2020. The law contains many favorable provisions for retirement account owners, including removing the age...
EPLO Partner Linda T. Cammuso Honored by Worcester Business Journal
Linda Cammuso has been selected by the Worcester Business Journal (WBJ) as one of six Outstanding Women In Business. This is the 11th year that WBJ has honored women for their notable successes in the business world, their impact on the community, and achievement of...
A Military Power of Attorney is Essential for Military Service Members
By Mariah L. Heppe Traditionally, when one thinks about Durable Powers of Attorney, incapacitation is at the forefront of the discussion. However, for our military service members, whether Active Duty, National Guard, Reserve, Retired or our Veterans, a Military...
Addressing a Loved One’s Addiction in Your Estate Plan
By Linda T. Cammuso Legally obtained opioids contributed to a health epidemic that has killed 2,000 people in Massachusetts each of the last three years. Numbers peaked with 2,100 confirmed opioid-related overdose deaths in 2016, with a 3% drop over the two years...
Vacation To-Do List: # 1 Do estate plan
By Brendan J. King Summer vacations bring a flurry of estate planning activity. As families board airplanes or parents embark on that long-awaited anniversary cruise without the kids, the faint pangs of “I need to get around to signing a will someday” suddenly erupt...
Partner Linda T. Cammuso Featured in the Sunday Telegram
Linda Cammuso was featured in a full-page article in The Sunday Telegram’s, Business Matters section, on June 23, 2019. Linda discussed the firm’s success in cultivating a team-oriented approach to client service, as well as flexibility in the workplace which allows...
Does Your Estate Plan Match Your Life Stage?
Spring/ Summer 2019 Newsletter – No matter what your age or stage of adult life, one of the biggest estate planning mistakes people make is thinking that once they sign a Will, their estate plan is set for life. Often times it takes a major life event, such as...
Mariah Heppe Joins Estate Preservation Law Offices
Mariah L. Heppe has joined Estate Preservation Law Offices (EPLO), Worcester, MA, as an attorney. Her practice at EPLO concentrates on estate planning and elder law. Heppe’s estate planning and elder law experience began in Boston, where she clerked for Cohen &...
April is World Autism Month
By Brendan J. King Families, friends, educational and medical professionals, and members of the community at large, are all uniquely impacted by their own experiences and connections with individuals with autism. This month means...
Living Probate
Many of you are familiar with the term Probate and associate it with a process that may occur after someone’s death particularly if they did not do an estate plan. However, you may be unfamiliar (as many people are) with the Living Probate process, which arises while...Simple Will or Living Trust: Which is better for my children
By Linda T. Cammuso “If you have set up a living trust to hold your young children’s inheritance (which should always be the case when you have minor children), there will be a separate role for the financial oversight of your children’s money,” see Considerations in...The Federal and Gift Estate Tax Exemption Has Changed: But not in Massachusetts
By Brendan T. King This is the first year that taxpayers will file income taxes under the Tax Cuts and Jobs Act of 2017. When the legislation was announced, it included a change to the Federal estate and gift tax exemption. While the change was a welcome one, it does...