Special Edition of Bridging the Gap
When Attorney Joseph Cove approached EPLO about transitioning his estate planning and elder law practice, we were flattered and excited. Over time, we have come to appreciate the weight of this decision, not only for Joe as a conscientious attorney who is a pillar of...
Does Your Estate Plan Match Your Life Stage?
Spring/ Summer 2019 Newsletter – No matter what your age or stage of adult life, one of the biggest estate planning mistakes people make is thinking that once they sign a Will, their estate plan is set for life. Often times it takes a major life event, such as...
Administering Estates and Trusts: What Really Happens After You’re Gone
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”, aswe’ve all seen...
Special Needs and Disability: Getting Personal
The clinical interpretation of “special needs” is an individual who requires specialized assistance or other accommodations for difficulties that may be medical, mental or psychological. The application of “disability” is more often associated with physical...
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...
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...
What You Need to Know: Current Trends in Estate Planning
As 2013 came to a close EPLO professionals were struck by the significant number of legal developments both on the state and Federal levels that impact estate planning. Throughout this issue of Bridging The Gap, you’ll find details about industry trends that are...
Estate Planning for Retirement Accounts: Have your Cake and Eat It Too
For many of us, “qualified retirement accounts” such as IRAs and 401Ks make up the bulk of our retirement savings. These accounts, which are funded with pre-tax earn-ings and grow income tax-free, are great vehicles for sav-ing and investing, but pose a unique...
Asset Protection: An Everyday Part of Estate Planning
To many people, the term “asset protection” con-jures up images of Swiss bank accounts or hiding assets in someone else’s name. In reality, asset protection bears little re-semblance to the stereotypical Hollywood notions that capture the imagination. At its most...
Countless Excuses for Estate Planning Procrastination
Who among us has not oc-casionally procrastinated? We say: “I’ll get to it tomor-row” or “I’ll deal with this later.” Putting off cleaning the garage is one thing; putting off establishing your estate plan is quite another. Those who procrastinate about the estate...
Changes to Probate Laws Expected on March 31
As we cross the threshold into a new year, there are several notable developments relating to probate laws that we want to call to your attention. Significant changes to the Massachusetts Uniform Pro-bate Code (MUPC) are due to go into effect on March 31, 2012. [Click...
Layers of Protection: From Estate Planning to Total Estate Preservation
People commonly assume that estate planning and as-set protection planning are one and the same. In reality, estate planning by itself does very little to protect your estate during your life. Estate planning is the pro-cess of creating legal docu-ments to dispose of...
Summer 2011 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...