| by Brendan King, Estate Planning
Having a comprehensive estate plan is important for every stage of life. As you reach your later years, you may wonder if you have done everything you can to preserve your legacy and protect those you’re leaving behind. Estate planning is more than just directing...
| by Brendan King, by Linda Cammuso, Estate and Trust Administration, Estate Planning, Tax Reform
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...
| by Linda Cammuso, Estate and Trust Administration, Estate Planning
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”. ...
| by Brendan King, Estate and Trust Administration, Estate Planning
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...
| 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...
| 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 Linda Cammuso, Estate Planning, The Firm
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...
| by Mariah Heppe, Covid-19, Elder Law & Medicaid Planning, Estate Planning, Guardianships and Conservatorships
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...
| by Brendan King, Estate Planning, Legislation
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...
| by Mariah Heppe, Estate Planning
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...
| 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 Brendan King, Estate Planning
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...
| 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 Brendan King, Estate Planning, Gift Tax, Tax Planning for Individuals
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...
| Estate and Trust Administration, Estate Planning
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...
| Estate Planning, The Firm
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...
| Estate Planning
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...
