The 2020 Landscape: COVID-19 and the SECURE Act

The 2020 Landscape: COVID-19 and the SECURE Act

As estate planners, one of our essential obligations to our clients and professional network is to keep you informed of changes in the law that could impact inheritances and estate plan documents. On January 1, 2020, the SECURE Act (“Setting Every Community Up for...
Does Your Estate Plan Match Your Life Stage?

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...
Special Needs and Disability: Getting Personal

Special Needs and Disability: Getting Personal

The clinical interpretation of “special needs” is an individual who requires specialized assistance or other accommodations for difficulties that may be medical, mental or psychological. The application of “disability” is more often associated with physical...
Estate Planning: Answering Your Questions

Estate Planning: Answering Your Questions

EPLO’s Spring issue of Bridging the Gap answers many of the questions that clients ask when they work with the attorneys  on their estate plans and asset protection. You will also find valuable columns about: –          Choosing your Decision Makers...
Asset Protection: An Everyday Part of Estate Planning

Asset Protection: An Everyday Part of Estate Planning

To many people, the term “asset protection” con-jures up images of Swiss bank accounts or hiding assets in someone else’s name. In reality, asset protection bears little re-semblance to the stereotypical Hollywood notions that capture the imagination. At its most...
Changes to Probate Laws Expected on March 31

Changes to Probate Laws Expected on March 31

As we cross the threshold into a new year, there are several notable developments relating to probate laws that we want to call to your attention. Significant changes to the Massachusetts Uniform Pro-bate Code (MUPC) are due to go into effect on March 31, 2012. [Click...
Bridging the Gap:  The New Estate Planning Model

Bridging the Gap: The New Estate Planning Model

Welcome to the newsletter of Estate Preservation Law Offices! As we reflect on the first edi-tion of our newsletter and the start of a new year – and a new decade – we are excited about the future of Estate Preserva-tion Law Offices (EPLO) and the estate planning and...