| About Brendan King, About Carol Barton, About Linda Cammuso, Asset Protection, Estate and Trust Administration, Estate Planning, Special Needs & Disability Planning, The Firm
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...
| About Brendan King, Asset Protection, The Firm, Wills
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...
| Asset Protection, by Brendan King
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...
| Asset Protection, by Linda Cammuso, Estate Planning
By Linda T. Cammuso Whether your kids are 3 years old or 33, protecting their inheritance from future financial pitfalls may be one of your major goals in the estate planning process. Increasingly, parents are looking to shelter their children’s inheritance from...
| Asset Protection, Estate and Trust Administration, Estate Planning, HIPPA
Observation Status in Hospital Change: Understanding your risk Carol F. Barton The Notice of Observation Treatment and Implication for Care Eligibility (NOTICE) Act [2] was recently signed into law; it will not become effective until the summer of 2016. The Act...
| Asset Protection, Estate and Trust Administration, Estate Planning, General, Guardianships and Conservatorships, Probate, Wills
By Carol F. Barton The tragic death of Actor Paul Walker in a high-speed car accident is a reminder that it is never too early to create an estate plan. Walker, who starred in The Fast and Furious movies, had the foresight to create an estate plan when he was only 28...
| Asset Protection, Estate Planning, General, Long Term Care Planning, Special Needs & Disability Planning, Tax Planning for Individuals
Often, after having signed their estate planning documents, clients convey the relief they feel at having finalized their documents. While signing your estate planning documents is undeniably important to the estate planning process, an equally important step of the...
| Asset Protection, Business and Corporate Planning, by Brendan King
By Brendan King If you own a business, your estate plan should have an asset protection component since ownership of that business presents special creditor concerns for you. Sadly, many owners of thriving businesses fail to adequately protect their most important...
| Asset Protection, by Linda Cammuso, Estate Planning, General
By Linda Cammuso In a previous blog, we discussed erroneous preconceived notions that people might have about asset protection planning. We also mentioned that legal vehicles such as trusts and business entities can be effective ways to shelter your exposed assets....
| Asset Protection, by Brendan King, Estate Planning
By Brendan King & Linda Cammuso The term asset protection often conjures up images of Swiss bank accounts or hiding assets in someone else’s name. In reality, asset protection bears little resemblance to the stereotypical notions that capture the imagination. At...
| Asset Protection, Estate and Trust Administration, Estate Planning, Homestead Protection, Newsletter
The summer issue of Bridging the Gap, Estate Preservation Law Offices’ newsletter was released last week. With the passage of two new laws in Massachusetts and another at the Federal level, partners Attorney Linda T. Cammuso and Attorney Brendan J. King used the...
| Asset Protection, by Linda Cammuso, Estate Planning
by Linda T. Cammuso The sandwich generation is defined as “a generation of people who care for their aging parents while supporting their own children.” In the United States, the month of July is recognized as Sandwich Generation Month to honor the dedication of...
| Asset Protection, by Linda Cammuso, Estate Planning
By Linda T. Cammuso February 14, 2011 Saint Valentine’s Day – either you love it or you hate it. Many dismiss it as one of the so-called “Hallmark holidays,” while others celebrate it with enthusiasm. Whether or not you’re a Valentine’s Day enthusiast, chances...
| Asset Protection, by Linda Cammuso, Estate Planning
By Linda T. Cammuso When Stieg Larsson died intestate, his life partner, Eva Gabrielsson, who shared Stieg’s life for 32 years, was left out in the cold. Larsson’s father and brother inherited his entire estate, which includes the rights to his best-selling trilogy...
