Estate Planning FAQs: Protecting Your Family, Assets, and Future
Estate planning is about much more than deciding who receives your assets. Learn more in our latest blog on Estate Planning FAQs.
How the New Trump Accounts for Children Can Benefit Your Family
As families look for new ways to save and invest for their children’s future, a recently introduced financial tool commonly known as “Trump Accounts” has entered the conversation. While opinions on the broader policy may vary, these accounts offer a set of practical...
A Quick Guide on How to Choose Your Estate Planning Decision Makers
The people you designate as your estate planning decision makers play a critical role in ensuring your plan works smoothly when it matters most.
Trusts for Estate Preservation: Which are Right for You?
When people first meet with an estate planning attorney, one of the first questions they often ask is, “What kind of trust do I need?” The answer is that there isn’t a one-size-fits-all. Choosing the right trust is about matching goals — whether that’s asset...
5 Reasons to Update Your Estate Plan During Tax Season
Tax season is one of the best times to review and update your estate plan, as this period creates a natural opportunity to ensure your plan is still accurate.
The 2024 Homestead Act: What Homeowners Need to Know for Estate Planning
In August 2024, Massachusetts passed the Homestead Act for homeownership protection, making the act stronger and more flexible than ever.
Estate Planning and the One Big Beautiful Bill: What You Need to Know
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, marking one of the most significant shifts in federal estate and gift tax policies in recent history. Spanning nearly 900 pages, OBBBA addresses America’s long-standing uncertainty around the...
Legislative Update: MA Increases Estate Tax Exemption Impact on Estate Planning
After twenty years of planning around an absurdly low $1 million state estate tax threshold, Massachusetts residents have gained some breathing room with the newly enacted $2 million estate tax exemption. On October 4, 2023, Governor Maura Healy signed into law the...
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”. ...
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...
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...
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...
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...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...
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...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...