| by Linda Cammuso, Estate Planning
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...
| by Brendan King, by Linda Cammuso, Covid-19
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...
| by Linda Cammuso, Estate Planning
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...
| by Linda Cammuso, Estate Planning, The Firm
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...
| by Linda Cammuso, Estate Planning
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...
| by Linda Cammuso, Guardianships and Conservatorships
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...
| by Linda Cammuso, Veterans Benefits Planning
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...
| by Linda Cammuso, Elder Law
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...
| 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...
| by Linda Cammuso, Digital Assets, Estate Planning
By Linda T. Cammuso When it comes to, wills, power of attorney and all that goes into crafting your estate plan, you should include a discussion about digital assets with your attorney. Our lives today are primarily conducted online – making digital assets part of our...
| by Linda Cammuso, Estate and Trust Administration, Estate Planning
By Linda T. Cammuso A long and hard fought battle against Yahoo to access a deceased subscriber’s emails is one step closer to victory, as well as a poignant sign of the times. John Ajemian died at age 43 in a bicycle accident, leaving no will. His siblings were...
| by Linda Cammuso, Estate Planning
By Linda T. Cammuso Many American workers today are postponing retirement until 70 or even longer. While a variety of factors enter into their decision, approaching retirement at any age creates both an opportunity and a need to consider (or reconsider) implications...
| by Linda Cammuso, Estate Planning
By Linda T. Cammuso The opioid epidemic has become an everyday discussion in mainstream society. According to a recent Boston Globe article, 4 in 10 adults know someone who has abused prescription painkillers in recent years. You may even be among those who know of a...
| Autism Awareness Month, by Linda Cammuso, Estate Planning
By Linda T. Cammuso: Through the years laws have been enacted to help the special needs community. The American with Disabilities Act (ADA) first became law in 1990, with subsequent amendments, and its purpose was to ensure that people with disabilities have the same...
| by Linda Cammuso, Tax Planning for Businesses, Tax Planning for Individuals, Tax Reform
By: Linda T. Cammuso: President Trump unveiled an ambitious tax cut reform plan soon after his inauguration. As of early March, we have learned that passage within the first one hundred days of his presidency is remote. While the very idea of the tax package is...
| by Linda Cammuso, Special Needs & Disability Planning
By Linda T. Cammuso: We are pleased to bring you the following news of the recent changes to special needs trust law. On December 13, 2016, President Obama signed the Special Needs Trust Fairness Act into law as part of the 21st Century Cures Act, effectively ending...
| by Linda Cammuso, Estate Planning
By Linda T. Cammuso: Over the years, in many different client meetings and discussions, we have heard clients or their families say that they will “never go into a nursing home”. Usually this sentiment is an expression of support by children (“Dad knows we would...
| by Linda Cammuso, Trusts
By Linda T. Cammuso: In our Fall 2013 issue, Volume 8, of Estate Preservation Law’s newsletter Bridging the Gap, we apprised readers “that the use of irrevocable trusts has met with resistance from the MassHealth agency in the application process. Although these...
