Estate Planning: Are You Ready?
by Linda T. Cammuso The third week of October was officially declared National Estate Planning Awareness Week in 2008. The House bill was co-sponsored by the National Association of Estate Planners and Council (NAEPC). In 2015 those dates fall between October 19 and...Cammuso Featured Speaker at Planned Giving Council of Massachusetts Program
October 1, 2015, Worcester, MA— Linda T. Cammuso, estate planning professional and founding partner at Estate Preservation Law Offices, was the featured speaker at “Ask an Estate Attorney about Planned Giving,” sponsored by the Planned Giving Council of Central,...Brendan J. King on TV
Brendan J. King appeared on Retirement Advisers TV, hosted by Greg Lavelle, on Charter 3. Greg and Brendan discussed estate and asset protection planning, safe techniques for avoiding probate and the consequences of improper planning.Observation Status: Notice Act
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...
Estate Planning: Answering Your Questions
EPLO’s Spring issue of Bridging the Gap answers many of the questions that clients ask when they work with the attorneys on their estate plans and asset protection. You will also find valuable columns about: – Choosing your Decision Makers...Inedible Recipe: The Estate Planning Disaster
by Linda T. Cammuso With the holidays approaching, Americans’ thoughts turn with anticipation to food. In the midst of our weight-conscious, diet-obsessed culture, the holidays are a time when we happily throw caution to the wind and indulge in the most decadent of...Crucial Documents for College Age Children
Carol F. Barton Once children turn eighteen they are legally considered adults. Parents lose their legal rights to make decisions for their children, and lose the ability to access the children’s financial and health information. Proper estate planning can ensure...What Exactly is Asset Titling, and Why Does it Matter?
By Brendan J. King Today, trusts are used in the estate planning process for many individuals to fully protect their financial assets. Trusts can protect against many common lifetime threats including lawsuits, creditor problems, failed business ventures, bankruptcy,...
Fall 2014 – Yours, Mine and Ours: The Importance of Estate Planning for Blended Families
BRIDGING THE GAP, EPLOs latest newsletter issue covers important topics for blended families. Included are columns about: The Importance of Estate Planning for Blended Families Does an Existing Will Carry into a New Marriage? Why You Should Consider Prenuptial...Avoid inheritance misconduct by grandchildren
With the economic challenges families face today, grandparents are increasingly looking to leave an inheritance for their grandchildren — whether to help pay for education, or just to alleviate their children’s financial burdens. You may have thought about leaving...‘I love you wills’: Romantic gesture or disaster?
Married couples commonly have simple reciprocal wills that name each other as the beneficiary of the other’s estate. Known as “I love you wills,” this arrangement is a simplistic form of estate planning that result in spouses directly inheriting each other’s assets....If you have an estate plan: Did you fund it?
Today, more than ever, people understand the need to establish trusts as part of estate planning. However, many people fail to take the next step in this important process — funding the trusts with their most valuable assets. Click here If you have an estate plan: Did...Never too early to do an estate plan
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...Funding: A Vital Step in the Estate Planning Process
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...Estate Planning: Consider Being an Organ / Tissue Donor
By Carol F. Barton The decision to become an organ donor is not an easy one. People need to weigh their reasons for wanting to help the thousands of patients waiting for life-saving transplants against their fears and misconceptions about donating their organs. Many...