Protecting your home: put it in the kids’ names, or use a trust?
For prior generations, keeping the house protected from a nursing home seemed as easy as deeding it to the kids and calling it a day. In today’s world, putting your house in your kids’ names might more accurately be described as “going from frying pan to fire”. ...
Time to update your estate plan?
When should I update my will/estate plan? It’s one of the most common questions from clients and their advisors. While there are no set rules, here are some factors to consider: Have there been any changes to your family since you last signed your will/estate...
Legislative Updates: SECURE 2.0 Act
Legislative Updates: SECURE 2.0 Act By Linda T. Cammuso Under the SECURE ACT (Setting Every Community Up for Retirement Enhancement Act), which became law in 2020, long-held strategies for estate planning and financial planning were up-ended. Notably, the new law...
Estate Preservation law Offices: Specialized Estate Planning Services with a Personal Touch
As specialists in the estate planning field, we understand that the legal documents attorneys draft – wills, trusts, durable powers of attorney – are merely tools of the trade that guide professionals as they properly apply them to a person’s unique situation. With...
American Cancer Society Honors Carol F. Barton for the Second Time
Worcester, MA, June 28, 2021 — Carol F. Barton, Attorney at Estate Preservation Law Offices, located in Worcester, MA, has once again been honored by the American Cancer Society (ACS). The organization recently announced that Carol has been selected as a 2021...
Partner Brendan J. King featured in Worcester Business Journal
Brendan King was featured in the March 22, 2021 issue of Worcester Business Journal. In the article Brendan states that “Signing an estate plan (will, trust, durable power of attorney, healthcare proxy, etc.) is a great feeling. It is one of life’s most important...
Autism Awareness Month
By Brendan J. King April is National Autism Awareness Month. Traditionally this has been a month of support, outreach and understanding for those dealing with autism. With the COVID pandemic, that support network (families, educational/medical professionals, and... American Cancer Society Honors EPLO Attorney Carol F. Barton
Worcester, MA, February 22, 2021 — Carol F. Barton, Attorney at Estate Preservation Law Offices located in Worcester, MA, has been selected as a recipient of the prestigious National Professional Advisor of the Year for 2020 by the American Cancer Society (ACS)....
COVID-19: Business of serving you continues uninterrupted
By Brendan J. King and Linda T. Cammuso, EPLO Partners As members of the small business community and estate planning professionals, we have been distressed and saddened to watch the debilitating health and economic impact of the pandemic unfold. Unfortunately, we...
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...
A MESSAGE TO CLIENTS AND FRIENDS OF EPLO
WE ARE HERE FOR YOU As we search individually and collectively for peace of mind and security through the COVID-19 pandemic, please rest assured that EPLO remains fully operational to handle your estate planning and related needs. As an essential business, we have...
SHOP TALK | WORCESTER BUSINESS JOURNAL Q&A
Since the Coronavirus pandemic began spreading in the United States, estate planning attorney Linda Cammuso has seen a noticeable increase in clients seeking out her services for themselves and their businesses. How was the firm doing prior to the pandemic? Our firm...
Autism Awareness Month
By Brendan J. King Among the daily struggles of the COVID-19 global pandemic, we take this opportunity to highlight the unique and immense challenges this life-altering event has brought to individuals and families affected by Autism, who have occupied a spot on their...