EPLO Blog
Protecting Assets During Your Lifetime. Preserving Them For Future Generations.
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 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...
Special Edition of Bridging the Gap
When Attorney Joseph Cove approached EPLO about transitioning his estate planning and elder law practice, we were flattered and excited. Over time, we have come to appreciate the weight of this decision, not only for Joe as a conscientious attorney who is a pillar of...
Durable Powers of Attorney and Health Care Proxies Are More Important than Ever Thanks to COVID-19
by Mariah Heppe We all know that life has been known to throw a few curve-balls, but I think it is safe to say that the majority of us did not see COVID-19 coming. In this time of uncertainty, planning for right now and the future has never been more important. For...
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...
Considerations in Choosing Guardians for Minor Children
By Linda T. Cammuso Choosing a guardian might just be the most difficult part of estate planning for parents with minor children. Not only does it force you to imagine a scenario where you are separated from your young children, but it also requires you to take a...
Administering Estates and Trusts: What Really Happens After You’re Gone
Whether you’re trying to envision how your family will handle your loss or a survivor in the wake of a loved one’s passing, you’re probably wondering the same thing: What actually happens next? Is there an actual gathering for a “Reading of the Will”, aswe’ve all seen...
Administering Estates and Trusts
Whether you’re trying to envision how your family will handle your loss or a survivor in the wake of a loved one’s passing, you’re probably wondering the same thing: What actually happens next? Is there an actual gathering for a “Reading of the Will”, as we’ve all...
New 529 Plan Rules Bring Significant Changes
By Brendan J. King When the new Tax Cut and Jobs Act was signed into law in December 2017, it also expanded the benefits of tax-favored 529 savings from what were previously allowed. K-12 Tuition A 529 plan is an indispensable tax advantaged tool that allows parents...
Veterans Administration Drastically Changes Aid and Attendance Rules
By Linda T Cammuso After several years of discussions and proposed legislation, the Veterans Administration (VA) has finally promulgated new rules significantly changing the criteria for veterans and their spouses to be eligible for Aid and Attendance pension benefits...
Estate Preservation Law Offices Announces Acquisition and New Satellite Office
Estate Preservation Law Offices Announces Acquisition and New Satellite Office Worcester, Massachusetts, September 4, 2018 ---- Estate Preservation Law Offices (EPLO) 71 Elm Street, Worcester, Massachusetts announced that it has entered a business agreement with the...
Grandparents Raising Grandchildren Need an Estate Plan
Grandparents raising their grandchildren is not a new trend but today the number of grandparents doing so is trending significantly upwards. Across the United State 2.7 million grandparents have taken up the responsibility as caretakers for their grandchildren. Read...
Medicaid Application is More Complicated than it Looks
There are tricks and pitfalls when filling out a Medicaid application form that an elder law attorney can help you avoid and help accelerate the process while preserving assets. Read more …
Maybe You Don’t See Yourself as an “Elder”, But –
By Linda T. Cammuso May is National Elder Law Month, as well as Older Americans Month. For attorneys who specialize in estate planning, these occasions provide us an opportunity to highlight the importance of planning and awareness around aging-related legal issues...
Autism, the Media, and Estate Planning
By Brendan J. King Television series depicting characters on the autism spectrum are growing and more are in the planning stages. From series that include The Good Doctor (ABC), Parenthood (HULU) and Atypical (Netflix), among...
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Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Its services includes: estate planning, asset protection planning through domestic and foreign techniques, business and corporate planning, corporate and individual tax planning, elder law and Medicaid planning, estate and trust administration, guardianships and conservatorships, retirement planning, special needs and disability planning, financial aid planning, veterans benefits planning, charitable and exempt organizations, and equine and pet trust planning. The firm serves clients in areas that include Worcester, Boylston, Braintree, Boston, Brewster, Brookline, Cambridge, Chatham, Fitchburg, Holden, Hyannis, Leominster, Newton, Needham, Northborough, Southborough, Shrewsbury, Wellesley, Weston, Westborough, Cape Cod & Islands, Central Massachusetts, Metro west / 495, and New Hampshire.