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# Estate Preservation Law Offices

Stability, Integrity, Trust - Protecting Assets During Your Lifetime. Preserving Them For Future Generations.

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## Posts

- [Trusts for Estate Preservation: Which are Right for You?](https://estatepreservationlaw.com/trusts-for-estate-preservation-which-are-right-for-you) - When people first meet with an estate planning attorney for estate preservation, one of the first questions they often ask is, “What kind of trust do I need?”
- [Legislative Update: MA Increases Estate Tax Exemption Impact on Estate Planning](https://estatepreservationlaw.com/legislative-update-ma-increases-estate-tax-exemption) - 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.
- [Plan to Preserve Your Legacy](https://estatepreservationlaw.com/plan-to-preserve-your-legacy) - 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 behind
- [Estate Planning and the One Big Beautiful Bill: What You Need to Know](https://estatepreservationlaw.com/estate-planning-and-the-one-big-beautiful-bill-what-you-need-to-know) - The One Big Beautiful Bill (OBBBA) will affect Americans on a wide scale, meaning that strategic planning is more important now than ever.
- [The 2024 Homestead Act: What Homeowners Need to Know for Estate Planning](https://estatepreservationlaw.com/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: Consider Being an Organ / Tissue Donor](https://estatepreservationlaw.com/●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 people fear that doctors will not try to save their lives
- [Estate Preservation law Offices: Specialized Estate Planning Services with a Personal Touch](https://estatepreservationlaw.com/estate-preservation-law-offices-specialized-estate-planning-services-with-a-personal-touch) - 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 the expertise to navigate the complex planning issues facing EPLO clients our
- [Legislative Updates: SECURE 2.0 Act](https://estatepreservationlaw.com/legislative-updates-secure-2-0-act) - 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.
- [Time to update your estate plan?](https://estatepreservationlaw.com/time-to-update-your-estate-plan) - 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:
- [Protecting your home: put it in the kids’ names, or use a trust?](https://estatepreservationlaw.com/protecting-your-home-put-it-in-the-kids-names-or-use-a-trust) - or prior generations, keeping the house protected from a nursing home seemed as easy as deeding it to the kids and calling it a day.
- [A MESSAGE TO CLIENTS AND FRIENDS OF EPLO](https://estatepreservationlaw.com/a-message-to-clients-and-friends-of-eplo) - WE ARE HERE FOR YOU As we search individually and collectively for peace of mind and security through the COVID-19 pandemic, please rest assured that EPLO remains fully operational to handle your estate planning and related needs. As an essential business, we have continued to offer in-person and remote meetings. We are practicing recommended sanitation
- [Does Your Estate Plan Match Your Life Stage?](https://estatepreservationlaw.com/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 marriage/remarriage, an illness or health scare,
- [Vacation To-Do List: # 1 Do estate plan](https://estatepreservationlaw.com/vacation-to-do-list-1-do-estate-plan) - 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 into a 5-alarm emergency. What’s an imminent vacationer to do? Should
- [SHOP TALK | WORCESTER BUSINESS JOURNAL Q&A](https://estatepreservationlaw.com/shop-talk-worcester-business-journal-qa) - 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 specializes in estate planning and related areas: wills, trusts, powers of attorney, elder
- [American Cancer Society Honors Carol F. Barton for the Second Time](https://estatepreservationlaw.com/american-cancer-society-honors-carol-f-barton-for-the-second-time) - [et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text]Worcester, MA, June 28, 2021 — Carol F. Barton, Attorney at Estate Preservation Law Offices, located in Worcester, MA, has once again been honored by the American Cancer Society (ACS). The organization recently announced that Carol has been selected as a 2021 Sandra C. Labaree Volunteer Values Award winner for the Eastern New England
- [Partner Brendan J. King featured in Worcester Business Journal](https://estatepreservationlaw.com/partner-brendan-j-king-featured-in-worcester-business-journal) - Brendan King was featured in the March 22, 2021 issue of Worcester Business Journal. In the article Brendan states that “Signing an estate plan (will, trust, durable power of attorney, healthcare proxy, etc.) is a great feeling. It is one of life’s most important ‘to-do’ items. However, like most things in life, your plan needs
- [Autism Awareness Month](https://estatepreservationlaw.com/autism-awareness-month) - By Brendan J. King Among the daily struggles of the COVID-19 global pandemic, we take this opportunity to highlight the unique and immense challenges this life-altering event has brought to individuals and families affected by Autism, who have occupied a spot on their own “front line” all along. While we are all experiencing some level
- [Autism Awareness Month](https://estatepreservationlaw.com/autism-2021) - By Brendan J. King April is National Autism Awareness Month. Traditionally this has been a month of support, outreach and understanding for those dealing with autism. With the COVID pandemic, that support network (families, educational/medical professionals, and members of the community) has become more important than ever. Now, in April of 2021, there are glimmers
- [American Cancer Society Honors EPLO Attorney Carol F. Barton](https://estatepreservationlaw.com/american-cancer-society-honors-eplo-attorney-carol-f-barton) - Worcester, MA, February 22, 2021 --- Carol F. Barton, Attorney at Estate Preservation Law Offices located in Worcester, MA, has been selected as a recipient of the prestigious National Professional Advisor of the Year for 2020 by the American Cancer Society (ACS). Each year the American Cancer Society honors one or two exceptional partners of
- [COVID-19: Business of serving you continues uninterrupted](https://estatepreservationlaw.com/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 have seen many local businesses, law firms among them, close and/or drastically change the
- [The 2020 Landscape: COVID-19 and the SECURE Act](https://estatepreservationlaw.com/the-2020-landscape-covid-19-and-the-secure-act) - As estate planners, one of our essential obligations to our clients and professional network is to keep you informed of changes in the law that could impact inheritances and estate plan documents. On January 1, 2020, the SECURE Act (“Setting Every Community Up for Retirement Enhancement Act”), a bipartisan retirement bill, went into effect. This
- [Autism, the Media, and Estate Planning](https://estatepreservationlaw.com/•-autism-the-media-and-estate-planning) - By Brendan J. King Television series depicting characters on the autism spectrum are growing and more are in the planning stages. From series that include The Good Doctor (ABC), Parenthood (HULU) and Atypical (Netflix), among others, public awareness about the spectrum is growing. Andrew Duff, a multimedia producer at Autism Speaks, who is also on
- [April is World Autism Month](https://estatepreservationlaw.com/april-is-world-autism-month) - By Brendan J. King Families, friends, educational and medical professionals, and members of the community at large, are all uniquely impacted by their own experiences and connections with individuals with autism. This month means something different to each person. At EPLO, we approach this month with warm regards for the many families we’ve come to
- [April is National Autism Awareness Month](https://estatepreservationlaw.com/•-april-is-national-autism-awareness-month) - Autism and Special Needs: April is National Autism Awareness Month. This is an opportunity to promote awareness, support and acceptance for individuals and their families and caregivers who are affected by autism. At Estate Preservation Law Offices, we take this opportunity to express our heartfelt support for this special community, and to educate the public
- [Legislation that makes it Easier to Plan for Your Special Needs Loved One](https://estatepreservationlaw.com/•-legislation-that-makes-it-easier-to-plan-for-your-special-needs-loved-one) - 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 rights and opportunities as everyone else. The ADA prohibits discrimination on
- [Special Edition of Bridging the Gap](https://estatepreservationlaw.com/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 his community, but for his many long-time, devoted clients who
- [Durable Powers of Attorney and Health Care Proxies Are More Important than Ever Thanks to COVID-19](https://estatepreservationlaw.com/durable-powers-of-attorney-and-health-care-proxies-are-more-important-than-ever-thanks-to-covid-19) - 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 example, did you
- [Brendan J. King Featured in the Professional Advisor Network Journal on SECURE ACT](https://estatepreservationlaw.com/brendan-j-king-featured-in-the-professional-advisor-network-journal-on-secure-act) - 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 contributions (previously limited to 70 ½) and extending the age to begin taking “required minimum distributions”
- [The SECURE Act Substantially Changes the Rules about Inheritance of Retirement Accounts: What you need to know now](https://estatepreservationlaw.com/the-secure-act-substantially-changes-the-rules-about-inheritance-of-retirement-accounts-what-you-need-to-know-now) - By Brendan J. King 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 contributions (previously limited to 70 ½) and extending the age to
- [Mariah Heppe Joins Estate Preservation Law Offices](https://estatepreservationlaw.com/mariah-heppe-joines-estate-preservation-law-offices) - Mariah L. Heppe has joined Estate Preservation Law Offices (EPLO), Worcester, MA, as an attorney. Her practice at EPLO concentrates on estate planning and elder law. Heppe’s estate planning and elder law experience began in Boston, where she clerked for Cohen & Oalican, LLP. Following graduation from law school, Mariah worked as an associate attorney
- [EPLO Partner Linda T. Cammuso Honored by Worcester Business Journal](https://estatepreservationlaw.com/eplo-partner-linda-t-cammuso-honored-by-worcester-business-journal) - Linda Cammuso has been selected by the Worcester Business Journal (WBJ) as one of six Outstanding Women In Business. This is the 11th year that WBJ has honored women for their notable successes in the business world, their impact on the community, and achievement of a career level where they can share their wisdom and
- [A Military Power of Attorney is Essential for Military Service Members](https://estatepreservationlaw.com/durable-power-of-attorney-is-essential-for-military-service-members) - 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 Durable Power of Attorney is essential to streamlining issues while the service member is physically not
- [Addressing a Loved One's Addiction in Your Estate Plan](https://estatepreservationlaw.com/addressing-a-loved-ones-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 since. In 2018, there were an estimated 2,033 opioid-related deaths. In Worcester,
- [Massachusetts Law Authorizes the Creation of Trusts for Pets](https://estatepreservationlaw.com/massachusetts-law-authorizes-the-creation-of-trusts-for-pets) - “The greatness of a nation and its moral progress can be judged by the way its animals are treated.” Mohandas Gandhi I love my horse. We have had some truly amazing times in the decade that I have known him; swimming in the ocean, galloping up and across sand dunes, peaceful walks in the woods,
- [Veterans Administration Drastically Changes Aid and Attendance Rules](https://estatepreservationlaw.com/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 (A&A). The new rules became effective on October 18, 2018. The Aid and Attendance program offers
- [Cammuso Featured Speaker at Planned Giving Council of Massachusetts Program](https://estatepreservationlaw.com/•-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, Massachusetts. Her presentation included an overview of legal strategies and techniques for planned giving, as well
- [Who Will Care for My Pet? A Reality Check](https://estatepreservationlaw.com/•-who-will-care-for-my-pet-a-reality-check) - by Linda T. Cammuso, Esq. We love our pets, we pamper them and we treat them like family — often to the chagrin of those who live pet-free lives. As a pet owner and an estate planning attorney, I’m often astounded at the number of pet owners who fail to consider the possibility that their
- [Charitable Giving… a Lasting Legacy](https://estatepreservationlaw.com/•-charitable-giving-a-lasting-legacy) - By Brendan J. King Estate planning provides a lasting opportunity to invest in the future and well-being of your loved ones. A thoughtfully-structured estate plan also provides the chance for your life to make a difference in the lives of others through charitable giving. Setting an example of benevolence is one of the greatest legacies
- [Equine & Pet Trust Planning: Why You Should Include Your Pet in your Estate Plan - Your Questions Answered](https://estatepreservationlaw.com/•-equine-pet-trust-planning-why-you-should-include-your-pet-in-your-estate-plan-your-questions-answered) - By Melissa Gleick People have interesting reactions when they hear about legal trusts for pets. They range from “a trust for a pet –you can’t be serious”, to “money should be left to family members not animals”, and finally to relief, especially from pet owners who have been worried about what would happen to their
- [Sunday Telegram Interviews Brendan J. King on Special Needs Planning](https://estatepreservationlaw.com/•-sunday-telegram-interviews-brendan-j-king-on-special-needs-planning) - Brendan King was featured in a full page article in the March 26, 2017 edition of the Worcester Telegram & Gazette’s Sunday Telegram, discussing estate planning for individuals with special needs. A specialist in this legal area, Brendan draws from his own personal experience to work with families and individuals on estate planning solutions that
- [Partner Linda T. Cammuso Featured in the Sunday Telegram](https://estatepreservationlaw.com/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 staff to balance their professional responsibilities with personal demands. She also focused on EPLOs
- [BRENDAN KING GUEST ON THE RICH CARR FINANCIAL FREEDOM SHOW](https://estatepreservationlaw.com/brendan-king-guest-on-the-rich-carr-financial-freedom-show) - On June 25, 2011, Brendan King was a guest on the Rich Carr Financial Freedom talk show. The show was aired on WTAG Radio AM 580. Along with host Ryan Kittredge, they were energetic and entertaining as they relayed information to listeners about the complex and depth of estate planning and financial planning. Subjects covered
- [Estate Preservation Law Offices Gives $1,500 Scholarship](https://estatepreservationlaw.com/●-estate-preservation-law-offices-gives-1500-scholarship) - Meaghan McCausland, of Millbury, MA, has been awarded $1,500 from The Estate Preservation Law Scholarship Fund. The scholarship fund was created in 2009 by Estate Preservation Law Offices’ partners, Linda T. Cammuso and Brendan J. King. Meaghan plans to attend Keene State College in New Hampshire where she will major in education with a focus
- [Linda T. Cammuso on NECN’s The Morning Show](https://estatepreservationlaw.com/•-linda-t-cammuso-on-necns-the-morning-show) - Linda Cammuso joined the discussion on The Morning Show on NECN about pet owners and whether they go too far and spend too much keeping their pets happy and well-cared for. Pet owners feel they absolutely do not go too far, and professionals confirm that the current trends are normal and healthy, so long as
- [Estate Preservation Law Offices Awards $1,500 Scholarship](https://estatepreservationlaw.com/•-estate-preservation-law-offices-awards-1500-scholarship) - We are pleased to announce that Kathryn Anne Fleming, of West Boylston, MA, is this year’s recipient of the firm’s $1,500 scholarship. Katie plans to attend Wheelock College in the fall where she will major in education. The Estate Preservation Law Scholarship Fund was created in 2009.
- [Barton Named Associate Attorney at Estate Preservation Law Offices](https://estatepreservationlaw.com/•-barton-named-associate-attorney-at-estate-preservation-law-offices) - We are pleased to announce that Carol F. Barton, Esquire has joined our firm as associate attorney. Her practice concentrates on estate and trust administrations elder law and Medicaid planning, special needs and disability planning, and veterans’ benefits. Carol also represents clients in various probate matters including estate administration, guardianships and conservatorships. Carol is skilled
- [The Estate Preservation Law Scholarship Fund](https://estatepreservationlaw.com/●-the-estate-preservation-law-scholarship-fund) - Know of a central MA student who may benefit from a scholarship to help with the cost of college? Send them to http://www.estatepreservationlaw.com/asset-protection-scholarship to find out about eligibility guidelines and how they may apply for EPLO’s annual scholarship.
- [Brendan J. King on TV](https://estatepreservationlaw.com/•-brenda-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.
- [Estate Preservation Law Offices Launches New Website](https://estatepreservationlaw.com/•-estate-preservation-law-offices-launches-new-website) - July 19, 2016, 2016, Worcester, MA --- Estate Preservation Law Offices (EPLO) is pleased to announce the launch of its newly designed website. Mobile-ready responsive, the site makes it easier for clients to learn about the firm and its multi-faceted estate planning services and solutions. For more details click here.
- [Estate Preservation Law Offices Acquires Princeton Law Firm](https://estatepreservationlaw.com/estate-preservation-law-offices-acquires-princeton-law-firm) - Worcester, MA, March 16, 2017--- Estate Preservation Law Offices (EPLO), of Worcester, MA, announces the acquisition of the Law Office of Carrie Dolmat-Connell, a firm that specialized in estate planning, elder law, probate and administration, and business law. The firm was located in Princeton, MA with a satellite office in Lexington, MA. For more details
- [Estate Preservation Law Offices Announces Rebrand](https://estatepreservationlaw.com/•-estate-preservation-law-offices-announces-rebrand) - Worcester, MA, January 15, 2018 --- After nine years in business, Estate Preservation Law Offices (EPLO) is pleased to announce the launch of a new brand identity. The firm is located at 71 Elm Street, Worcester, MA. EPLO has achieved some impressive milestones since it was founded. The firm has more than doubled in size,
- [Worcester Business Journal on Law Firm Rebrand](https://estatepreservationlaw.com/•-worcester-business-journal-on-law-firm-rebrand) - After doubling in size and acquiring a Princeton-based law firm, Worcester-based Estate Preservation Law Offices announced a rebranding of the firm. Read more.
- [Estate Preservation Law Offices Announces Acquisition and New Satellite Office](https://estatepreservationlaw.com/•-estate-preservation-law-offices-announces-acquisition-and-new-satellite-office) - 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 the law firm of Cove & Hogarth to acquire its trust and estate planning, elder law and probate practice areas.
- [Bridging the Gap:  The New Estate Planning Model](https://estatepreservationlaw.com/bridging-the-gap-the-new-estate-planning-model) - Welcome to the newsletter of Estate Preservation Law Offices! As we reflect on the first edi-tion of our newsletter and the start of a new year – and a new decade – we are excited about the future of Estate Preserva-tion Law Offices (EPLO) and the estate planning and asset protection field as a whole.
- [Summer 2011 Newsletter](https://estatepreservationlaw.com/●-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 newsletter to clarify the new laws and their practical implications. The laws
- [Layers of Protection: From Estate Planning to Total Estate Preservation](https://estatepreservationlaw.com/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 one’s estate. By itself, however, even the most sophisticated estate plan may
- [Changes to Probate Laws Expected on March 31](https://estatepreservationlaw.com/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 here to read the entire edition.]
- [Countless Excuses for Estate Planning Procrastination](https://estatepreservationlaw.com/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 planning pro-cess are obviously not trying to deprive their heirs of assets,
- [What You Need to Know: Current Trends in Estate Planning](https://estatepreservationlaw.com/•-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 important for you to be aware of. Highlighted in this issue are
- [Asset Protection: An Everyday Part of Estate Planning](https://estatepreservationlaw.com/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 basic level, asset protection simply involves protecting and preserving one’s assets from third parties. [Click
- [Estate Planning for Retirement Accounts: Have your Cake and Eat It Too](https://estatepreservationlaw.com/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 challenge in the estate planning process. [Click here to read the entire
- [What You Need to Know: Current Trends in Estate Planning](https://estatepreservationlaw.com/what-you-need-to-know-current-trends-in-estate-planning) - As we approach the end of 2013, we are struck by the significant number of legal developments the year has brought on both the state and Federal levels. Consistent with our philosophy of remaining on the cutting edge of estate planning, we will be highlighting several important changes and trends throughout this issue. [Click here
- [Fall 2014 - Yours, Mine and Ours: The Importance of Estate Planning for Blended Families](https://estatepreservationlaw.com/•-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 Agreement – if you are planning to remarry Unique Challenges for Blended Families Critical Estate Planning
- [Special Needs and Disability: Getting Personal](https://estatepreservationlaw.com/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 impairments. The uses and connotations of these terms are the subject of endless debate and discussion. But anyone who personally
- [Administering Estates and Trusts: What Really Happens After You're Gone](https://estatepreservationlaw.com/administering-estates-and-trusts-what-really-happens-after-youre-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 in TV and movies? Is there a roadmap
- [Estate Planning: Answering Your Questions](https://estatepreservationlaw.com/•-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 - Taxes Can Impact your Estate Plan - Estate and Asset Protection for Business Owners
- [A Sign of the times: Massachusetts’ highest court rules Yahoo can release deceased user’s emails to personal representative (executor)](https://estatepreservationlaw.com/a-sign-of-the-times-massachusetts-highest-court-rules-yahoo-can-release-deceased-users-emails-to-personal-representative-executor) - 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 subsequently appointed co-personal representatives (executors) of
- [Digital Assets: Reshaping the way you think about them](https://estatepreservationlaw.com/•-digital-assets-reshaping-the-way-you-think-about-them) - 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 daily lives. Yet many of us fail to recognize
- [Maybe You Don’t See Yourself as an “Elder”, But –](https://estatepreservationlaw.com/•-maybe-you-dont-see-yourself-as-an-elder-but) - 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 such as advance decision making and preservation of assets from long-term care expenses. Speaking
- [Administering Estates and Trusts](https://estatepreservationlaw.com/administering-estates-and-trusts) - 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 seen in TV and movies? Is there a
- [Considerations in Choosing Guardians for Minor Children](https://estatepreservationlaw.com/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 brutally honest look at the people in
- [The Federal and Gift Estate Tax Exemption Has Changed: But not in Massachusetts](https://estatepreservationlaw.com/the-federal-and-gift-estate-tax-exemption-has-changed-but-not-in-massachusetts) - 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 not alter the estate tax
- [Living Probate](https://estatepreservationlaw.com/living-probate) - Many of you are familiar with the term Probate and associate it with a process that may occur after someone’s death particularly if they did not do an estate plan. However, you may be unfamiliar (as many people are) with the Living Probate process, which arises while you are still alive. Here is what you
- [Vital steps to take after you lose a loved one](https://estatepreservationlaw.com/•-vital-steps-to-take-after-you-lose-a-loved-one) - Losing a loved one is devastating and stressful. From planning burial ser­vices and notifying family members and friends, to fulfilling the wishes of your loved one and managing their finances, as well as avoiding family squabbles, the experience can be overwhelming. Attorney Cammuso’s article includes a checklist to help you through the process, click here
- [Special Needs Trust Fairness Act: New law ends years of unfair treatment of individuals with disabilities](https://estatepreservationlaw.com/special-needs-trust-fairness-act-new-law-ends-years-of-unfair-treatment-of-individuals-with-disabilities) - 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 years of unfair treatment of individuals with disabilities.
- [Autism Awareness Month: Focus on Special Needs Planning](https://estatepreservationlaw.com/•-autism-awareness-month-focus-on-special-needs-planning) - By Brendan J. King April is National Autism Awareness Month. Through the efforts of the Autism Society, other special needs service organizations, and individuals with autism and their families/support networks, public awareness of the condition has increased significantly. Additionally, the movement has resulted in legal protections, benefit programs, and social services all designed to meet
- [Facing Alzheimer’s: Preserving Your Financial Stability](https://estatepreservationlaw.com/•-facing-alzheimers-preserving-your-financial-stability) - by Linda T. Cammuso November is National Alzheimer’s Disease Awareness Month. It is also a month for giving thanks and connecting with family. At EPLO, we want to take this opportunity to highlight this devastating disease, recognize the caregivers who face the daily realities of the condition, and discuss the critical legal steps that every
- [Several Organizations Focus on Attorneys at Estate Preservation Law Offices for Volunteer Board/ Advisory Positions](https://estatepreservationlaw.com/•-several-organizations-focus-on-attorneys-at-estate-preservation-law-offices-for-volunteer-board-advisory-positions) - National, regional and local organizations have appointed two Estate Preservation Law Attorneys (EPLO) to serve in volunteer roles on their respective Boards and Advisory Council. Carol F. Barton, associate attorney, was selected to represent the New England Region as an advisor on the American Cancer Society Nationwide Gift Planning Advisor Council. Additionally, she recently accepted
- [Crucial Documents for College Age Children](https://estatepreservationlaw.com/•-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 someone is authorized to make financial and medical decisions in the event the young adult
- [Ignoring Special Needs Planning Puts Your Loved One at Risk](https://estatepreservationlaw.com/•-ignoring-special-needs-planning-puts-your-loved-one-at-risk) - Brendan J. King The daily challenges of parenting a special needs child can be significant. Yet parents of special needs children must take the time to give serious consideration to key issues involving their child’s future, such as: Who will care and advocate for your special needs child when you no longer can? If you
- [What Exactly is Asset Titling, and Why Does it Matter?](https://estatepreservationlaw.com/•-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, divorce, disability/special needs and long-term care/nursing home stays – among others. During estate planning meetings that include
- [Avoid inheritance misconduct by grandchildren](https://estatepreservationlaw.com/•-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 something to your grandchildren, but are concerned about how they will use it — and with
- [Do you need an elder law attorney?](https://estatepreservationlaw.com/•-do-you-need-an-elder-law-attorney) - With people living longer and the healthcare and financial worlds growing more complicated, it is likely that you or a loved one will someday find yourself in need of an elder law attorney. Like many labels, the term “elder law” is often times used without a proper grasp of its meaning. If you’re not sure
- [‘I love you wills’: Romantic gesture or disaster?](https://estatepreservationlaw.com/•-•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. While the “I love you will” makes sense in theory, it is not
- [If you have an estate plan: Did you fund it?](https://estatepreservationlaw.com/•-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 you fund it? to understand why funding it
- [Medicaid: No time to be penny-wise, pound-foolish](https://estatepreservationlaw.com/•-medicaid-no-time-to-be-penny-wise-pound-foolish) - We all love to save money, but when it comes to applying for MassHealth (Medicaid) benefits in a nursing home, the wise approach is to use an attorney to help you through the process. Applying for Medicaid is extremely complex… Be sure to read Medicaid: No time to be penny-wise, pound foolish – to avoid
- [What you should know about paying for nursing home care](https://estatepreservationlaw.com/•-what-you-should-know-about-paying-for-nursing-home-care) - Receiving care in a nursing home is a scenario that many seniors will face. Whether it’s a short-term rehab stay following an illness or operation, a hospice stay at the end of life, or simply a need for daily care due to aging, nursing home stays are a reality for today’s growing senior population. To
- [Understanding a Medicare glitch can save you money](https://estatepreservationlaw.com/•-understanding-a-medicare-glitch-can-save-you-money) - “When you are admitted to a hos­pital, you might naturally think that you are an inpatient. But, the hospital may have a different opinion and categorize your status as observation.” Not knowing your hospital status could be very costly to you. Click here to read how Understanding a Medicare glitch can save you money.
- [Mediation offers solution to gut-wrenching family disputes](https://estatepreservationlaw.com/•-mediation-offers-solution-to-gut-wrenching-family-disputes) - “Few things are harder than watching a parent slowly age and fall into physical and emotional decline.” Several legal experts, including EPLO Attorney Linda T. Cammuso, a psychiatrist and mediation professional weigh in to this Fifty Plus Advocate interview on mediation as an option to help families decide on whether their parent can continue to
- [Helping your adult children with their finances](https://estatepreservationlaw.com/•-helping-your-adult-children-with-their-finances) - Recent surveys suggest that a significant percentage of parents provide financial support to their adult children. An unfortunate effect of parental assistance is that many aging parents have jeopardized their own financial and legal futures in an effort to help their families. Additionally, children who rely on their older parents for assistance may find themselves
- [Does a Dementia Diagnosis Mean it’s too Late for Estate Planning?](https://estatepreservationlaw.com/•-•does-a-dementia-diagnosis-mean-its-too-late-for-estate-planning) - Not necessarily. You should not hesitate to contact an estate planning attorney if you, or a family member, has been diagnosed with dementia. Click here for important information on this topic.
- [Estate Planning for Retirement Accounts: Have your Cake and Eat It Too](https://estatepreservationlaw.com/●-estate-planning-for-retirement-accounts-have-your-cake-and-eat-it-too) - If you have a pre-tax retirement account such as an IRA or 401(k), you’ll want to read the spring 2013 issue of our newsletter Bridging the Gap. EPLO partners Linda Cammuso and Brendan King provide valuable information about pre-tax retirement accounts and the challenges they pose in estate planning, including the best way to name
- [Estate Planning: The right professional can make it easy](https://estatepreservationlaw.com/●-estate-planning-the-right-professional-can-make-it-easy) - Post By Linda Cammuso One of the primary reasons people procrastinate establishing a will or other estate plan documents is apprehension about the process. Whether it's the unpleasantness of considering mortality or the burden of gathering information and making decisions, some people view estate planning as the legal equivalent of an invasive dental procedure. Click
- [Failing Yourself and Loved Ones if Dementia Strikes](https://estatepreservationlaw.com/•-failing-yourself-and-loved-ones-if-dementia-strikes) - By Linda Cammuso Failing to do an estate plan touches lives in ways that we often fail to imagine. So many people drag their feet when it comes to taking action to secure their futures and the results are often painful for them and for their families. We’ve often pondered why people procrastinate and discussed
- [Medicaid/MassHealth: When is it too late to apply?](https://estatepreservationlaw.com/•-medicaidmasshealth-when-is-it-too-late-to-apply) - by Linda T. Cammuso Consider the following scenarios: • “My Medicare days are running out and I still need more rehab; what do I do now?” • “My mother needs nursing home care, and she never planned for this event — is it too late to apply for MassHealth?” Read Linda Cammuso’s article, Medicaid/MassHealth: When
- [Another important chapter in state’s probate code.](https://estatepreservationlaw.com/•-another-important-chapter-in-states-probate-code) - The new Massachusetts Uniform Probate Code (MUPC) was signed into law several years ago and several important and significant changes took effect on January 2. The new legislation is designed to simplify, streamline and clarify the probate process. In certain cases it will require less court supervision and estate resolution will be quicker and be
- [Helping Families Survive: Clearing the way for family after your death or disability](https://estatepreservationlaw.com/•-helping-families-survive-clearing-the-way-for-family-after-your-death-or-disability) - Death and taxes are certainties in life, we’ve all heard that. What you may not know is that the likelihood of becoming disabled is much greater than the likelihood of dying. Proper planning for either disability or death is one of the most thoughtful things you can do for your family. In an article Helping
- [Estate Planning: The Right Attorney – The Personal Approach](https://estatepreservationlaw.com/•-estate-planning-the-right-attorney-the-personal-approach) - If you had a heart condition you would not see a general practitioner or go online to figure out your own treatment. You’d look for a heart specialist – one with extensive training and understanding of coronary heart disease to reduce your risk of a heart attack or stroke. Similarly, when it comes to estate
- [Long-Term Care or Nursing Home?](https://estatepreservationlaw.com/•-long-term-care-or-nursing-home) - People generally recognize the importance of long-term care and nursing home planning – just not always when it comes to themselves or their loved ones. Many people live in denial that they would ever face that situation. Attorney Cammuso’s Long-Term Care or Nursing Home article walks you though several scenarios to help readers avoid common
- [Four Common Estate Planning Mistakes](https://estatepreservationlaw.com/four-common-estate-planning-mistakes) - If you want to make an easy job seem mighty hard, just keep putting off doing it. Olin Miller Avoidance behavior is easy and we all practice it to an extent; but delaying important estate planning decisions can have profoundly negative consequences for you and for your loved ones. Four Common Estate Planning Mistakes, written
- [Who Should You Leave That Diamond Ring To?](https://estatepreservationlaw.com/●-who-should-you-leave-that-diamond-ring-to) - Post by Linda Cammuso Oftentimes people delay doing a will or an estate plan simply because they do not know how to split up their personal property such as jewelry, among their children; they don’t want to make mistakes or hurt anyone. Understandably, decisions like who to give Mom’s ring to, who gets the silver,
- [A Guide to Demystifying Probate](https://estatepreservationlaw.com/●-a-guide-to-demystifying-probate) - Post By Linda Cammuso Probate avoidance is a common and appropriate goal for many people during the estate planning process. While much information abounds about probate, it is important to separate myth from fact. In this series of articles, Estate Preservation Law Offices’ Attorney Linda Cammuso clarifies the probate process for the reader while dispelling
- [The Sandwich Generation: Don’t Go it Alone](https://estatepreservationlaw.com/●even-resourceful-women-need-help-balancing-their-lives) - by Linda T. Cammuso The sandwich generation is defined as “a generation of people who care for their aging parents while supporting their own children.” In the United States, the month of July is recognized as Sandwich Generation Month to honor the dedication of adults who care for their children as well as their own
- [The Keys to a Successful Second Marriage: Why You Need to Plan Ahead to Protect Yourselves and Your Families](https://estatepreservationlaw.com/the-keys-to-a-successful-second-marriage-why-you-need-to-plan-ahead-to-protect-yourselves-and-your-families) - By Linda T. Cammuso February 14, 2011 Saint Valentine’s Day – either you love it or you hate it. Many dismiss it as one of the so-called “Hallmark holidays,” while others celebrate it with enthusiasm. Whether or not you’re a Valentine’s Day enthusiast, chances are that the day causes you to at least reflect
- [Estate Planning When There is a Special Needs Individual in Your Care](https://estatepreservationlaw.com/•-estate-planning-when-there-is-a-special-needs-individual-in-your-care) - By Brendan J. King: If you are the parent, grandparent or other caretaker of an autistic or special needs individual, there are specific details that must be addressed in your estate plan. The planning process considers financial, legal and lifetime needs for yourself, your family and your special needs loved one, including how you want
- [Who Are We Anyway? Estate Preservation Law Offices: A Snapshot](https://estatepreservationlaw.com/who-are-we-anyway-estate-preservation-law-offices-a-snapshot) - You could read all about Estate Preservation Law Offices (EPLO) on our website (www.estatepreservationlaw.com). However, you might prefer a quick snapshot provided firsthand by a member of the firm. Let me share with you some information about EPLO that I discovered earlier this year before joining the firm. The law firm was founded early in
- [Massachusetts 21st State to Launch an ABLE Program](https://estatepreservationlaw.com/•-massachusetts-21st-state-to-launch-an-able-program) - By Brendan J. King In March of 2015 we wrote about the ABLE Act becoming law. See Achieving a Better Life Experience (ABLE) Act of 2014 Now Law: What it means to disabled individuals and their families. We are pleased to tell you that Massachusetts has launched its ABLE program called The Attainable Savings Plan.
- [Special Needs Trust: How Will it Help Parents?](https://estatepreservationlaw.com/•-special-needs-trust-how-will-it-help-parents) - by Brendan J. King Parents of a special needs child face life-long challenges for their child, their families and themselves. Among those challenges, they are confronted with: Learning and understanding as much as they can about the disability and how to best manage their child’s future Dealing with their child’s social and emotional needs Understanding
- [Simple Will or Living Trust: Which is better for my children](https://estatepreservationlaw.com/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 Choosing Guardians for Minor Children. If you are among
- [Stieg Larsson, Famous Swedish Author of the Girl With the Dragon Tattoo Trilogy, Died Without a Will (“Intestate”): Where Did That Leave His Life Partner?](https://estatepreservationlaw.com/stieg-larsson-famous-swedish-author-of-the-girl-with-the-dragon-tattoo-trilogy-died-without-a-will-intestate-where-did-that-leave-his-life-partner) - By Linda T. Cammuso When Stieg Larsson died intestate, his life partner, Eva Gabrielsson, who shared Stieg’s life for 32 years, was left out in the cold. Larsson’s father and brother inherited his entire estate, which includes the rights to his best-selling trilogy and has grown to $40 million. Adding insult to injury, they now
- [Yes! You Can Get Homestead Protection even if Your Home is in Trust: Sweeping Revisions to the Massachusetts Homestead Act Give Homeowners Expanded Protection](https://estatepreservationlaw.com/yes-you-can-get-homestead-protection-even-if-your-home-is-in-trust-sweeping-revisions-to-the-massachusetts-homestead-act-give-homeowners-expanded-protection) - Brendan J. King, Esq. December 29, 2010 Until now, Massachusetts homeowners had to choose between homestead protection – which safeguards the equity in one’s home from attachment by general creditors – or the benefits of owning their home in a trust. That changed on December 14, 2010, when Governor Deval Patrick signed the state’s pension
- [The 2010 Tax Relief Act and Estate Planning Implications](https://estatepreservationlaw.com/•-the-2010-tax-relief-act-and-estate-planning-implications) - By Brendan King March 28, 2011 On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance and Job Creation Act of 2010. The law introduces significant changes to the federal transfer tax exemptions and rates that impact estate planning. People have many questions about the recently signed law. Interestingly, the one
- [Even Resourceful Women Need Help Balancing Their Lives](https://estatepreservationlaw.com/●-even-resourceful-women-need-help-balancing-their-lives) - Attorney Linda Cammuso was invited to host a panel at The Worcester Women’s Conference. The conference, sponsored by the Worcester Regional Chamber of Commerce, was held in early June. The program provided inspiration to women and also information on how to balance their lives given the many critical and responsible roles that they manage today.
- [Do My Assets Tie Into My Estate Plan? The Importance of Asset Titling](https://estatepreservationlaw.com/●-do-my-assets-tie-into-my-estate-plan-the-importance-of-asset-titling) - Post by Brendan King The importance of getting your assets in line for estate planning and asset protection is discussed in a Money Matters Radio broadcast Do My Assets Tie Into My Estate Plan? The Importance of Asset Titling. In this broadcast, Brendan and June Knight discuss, in depth, fee-simple /sole ownership, joint ownership, tenancy
- [10 Estate Planning Mistakes that People Make](https://estatepreservationlaw.com/●-10-estate-planning-mistakes-that-people-make) - Post by Brendan King If you, or anyone you know, have misconceptions about estate planning, be sure to catch 10 Estate Planning Mistakes that People Make that was aired on Money Matters Radio. If you needed a stent, you would go to a heart specialist rather than to a general practitioner – that would be
- [Avoiding Common Long-Term Care Planning Mistakes](https://estatepreservationlaw.com/●-avoiding-common-long-term-care-planning-mistakes) - Post by Linda Cammuso People do recognize the need for long-term care and nursing home planning for others-not for themselves or their loved ones; they simply deny that they could be in such a situation. If you are among those, you should listen to Avoiding Common Long-Term Care/Nursing Home Planning Mistakes that was recently aired
- [MASSACHUSETTS UNIFORM PROBATE CODE IN EFFECT:  How is your estate plan affected?](https://estatepreservationlaw.com/•massachusetts-uniform-probate-code-in-effect-how-is-your-estate-plan-affected) - By Linda T. Cammuso The passing of the new Massachusetts Uniform Probate Code should prompt Massachusetts residents to evaluate whether and how their estate plans may be impacted by the new law. After two decades of debate, the new Massachusetts Uniform Probate Code (MUPC) finally became effective in its entirety on March 31, 2012. The
- [Your Health Care Proxy: Does it Do what You Want?](https://estatepreservationlaw.com/●-your-health-care-proxy-does-it-do-what-you-want) - By Carol Barton One of the most important legal documents that you should have before you need medical care is a health care proxy. Most of us are not eager to think about a future that involves a personal medical catastrophe; consequently, we don’t plan for such an event. Consider for a moment what could
- [Medicare Shift: What you don’t know about Observation vs. Inpatient status could cost you](https://estatepreservationlaw.com/●-medicare-shift-what-you-dont-know-about-observation-vs-inpatient-status-could-cost-you) - By Carol Barton Understandably, when you are admitted to a hospital you may consider yourself an inpatient because, after all, you are in a hospital bed and receiving nursing care. But your patient status may have been classified as “Observation” which actually means you are an outpatient. Medicare patients need to understand how costly it
- [Asset Protection: Protecting and Preserving Your Assets from Third Parties](https://estatepreservationlaw.com/●-asset-protection-protecting-and-preserving-your-assets-from-third-parties) - By Brendan King & Linda Cammuso The term asset protection often conjures up images of Swiss bank accounts or hiding assets in someone else’s name. In reality, asset protection bears little resemblance to the stereotypical notions that capture the imagination. At its most basic level, asset protection simply involves protecting and preserving your assets from
- [Asset Protection: The Role of Trusts in Asset Protection Planning](https://estatepreservationlaw.com/•-asset-protection-the-role-of-trusts-in-asset-protection-planning) - By Linda Cammuso In a previous blog, we discussed erroneous preconceived notions that people might have about asset protection planning. We also mentioned that legal vehicles such as trusts and business entities can be effective ways to shelter your exposed assets. Take, for example, Joe and Jennifer’s situation. Joe, a small business owner, and Jennifer,
- [Asset Protection: A Crucial Component of a Business Owner’s Estate Plan](https://estatepreservationlaw.com/•-asset-protection-a-crucial-component-of-a-business-owners-estate-plan) - By Brendan King If you own a business, your estate plan should have an asset protection component since ownership of that business presents special creditor concerns for you. Sadly, many owners of thriving businesses fail to adequately protect their most important asset - the business itself! Traditional business planning involves forming an entity (such as
- [Women Reportedly Face Much Higher Rates for Long-Term Care Insurance in 2014](https://estatepreservationlaw.com/•-women-reportedly-face-much-higher-rates-for-long-term-care-insurance-in-2014) - By Linda Cammuso Long-Term Care Insurance (LTCi) is one of several key tools in the estate and long-term care planning process. This form of insurance provides financial support for long-term care expenses in a nursing home setting as well as in a person’s own home. LTCi generally funds care expenses not covered by health insurance
- [When and How to Say No More: End-of-Life Options for Patients with Advanced Illness](https://estatepreservationlaw.com/•-when-and-how-to-say-no-more-end-of-life-options-for-patients-with-advanced-illness) - By Carol Barton When our lives are drawing to a close from serious illness or injury, we, or someone we chose to make decisions for us if we can’t, may have to make difficult health care choices. We know that and yet, according to a California Health Foundation survey, over 56% of Americans – the
- [Legislation Addressing Hospital Observation Status for Medicare Patients Filed](https://estatepreservationlaw.com/●-legislation-addressing-hospital-observation-status-for-medicare-patients-filed) - By Carol Barton In our blog dated November 7, 2012, we informed you about the costly consequences for Medicare patients if their hospital status is categorized as observation vs. inpatient; see Medicare Shift: What you don’t know about Observation vs. Inpatient status could cost you. According to The Center for Medicare Advocacy, we are pleased
- [U.S. Supreme Court Overturns DOMA](https://estatepreservationlaw.com/•-u-s-supreme-court-overturns-doma) - By Linda T. Cammuso In a highly anticipated ruling the U.S. Supreme Court declared portions of the Defense of Marriage Act (DOMA) unconstitutional. The provision of DOMA defining marriage as a union between one man and one woman was struck down and held to deny same-sex couples the "equal liberty" guaranteed by the Fifth Amendment.
- [Medicare’s “Improvement Standard” Deemed Illegal: Benefits can no longer be denied to patients judged as having lack of restoration potential](https://estatepreservationlaw.com/•-medicares-improvement-standard-deemed-illegal-benefits-can-no-longer-be-denied-to-patients-judged-as-having-lack-of-restoration-potential) - By Carol Barton The U.S. District Court of Vermont, on January 24, 2013, approved a settlement in the case of Jimmo v Sebelius which has led to a significant change in Medicare policy that ensures beneficiaries receive the full benefits to which they are entitled. Prior to the settlement, Medicare contractors inappropriately denied coverage for
- [Caution: Scammers taking advantage of Medicare beneficiaries](https://estatepreservationlaw.com/•-caution-scammers-taking-advantage-of-medicare-beneficiaries) - By Linda T. Cammuso If you have Medicare, your coverage will continue as before. Don’t let anyone tell you differently. If you are contacted by anyone about your Medicare benefits or telling you that you need a new healthcare card, be careful – that caller may be trying to steal personal information from you. Unfortunately
- [Repeal of DOMA: The Respect for Marriage Act the Next Step?](https://estatepreservationlaw.com/●-repeal-of-doma-the-respect-for-marriage-act-the-next-step) - By Linda T. Cammuso The Defense of Marriage Act (DOMA) had two key provisions, one of which was declared unconstitutional on June 26, 2013. The provisions included: Section 2,which allows states to decline to recognize marriages of same-sex couples granted in another state, and Section 3 of the law which excepted same-sex couples, regardless of
- [Inedible Recipe: The Estate Planning Disaster](https://estatepreservationlaw.com/•-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 delights. As eager cooks everywhere break out their favorite time-tested holiday recipes
- [What HIPPA Means for You](https://estatepreservationlaw.com/•-what-hippa-means-for-you) - Carol F. Barton The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a law that protects the privacy of medical records. The law was written for the protection of the patient/consumer. Basically, HIPAA: Gives patients more control over their health information Sets boundaries on the use and release of health records Establishes appropriate
- [Achieving a Better Life Experience (ABLE) Act of 2014 Now Law:  What it means to disabled individuals and their families](https://estatepreservationlaw.com/•-achieving-a-better-life-experience-able-act-of-2014-now-law-what-it-means-to-disabled-individuals-and-their-families) - Brendan J. King The ABLE Act, aka Achieving a Better Life Experience Act, introduced in the 113th Congress by a bipartisan group of Congressional leaders, was signed into law by the President on December 19, 2014. The law amends a section of the tax code allowing for the creation of tax-advantaged savings accounts for individuals
- [Estate Planning: Are You Ready?](https://estatepreservationlaw.com/•-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 the 25th. As leaders in the estate and financial fields, NAECP has
- [Irrevocable Trusts: A promising development](https://estatepreservationlaw.com/•-irrevocable-trusts-a-promising-development) - 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 trusts seemingly meet applicable state and Federal guidelines MassHealth has recently argued that
- [Practice of Segregating Persons with Disabilities: Action for change](https://estatepreservationlaw.com/•-practice-of-segregating-persons-with-disabilities-action-for-change) - By Carol Barton: The Disability Integration Act (S2427) was introduced in December 2015 by Senate Minority Leader Chuck Schumer (D-NY). The legislation addresses a fundamental issue that individuals who require Long Term Services and Support (LTSS) are forced into institutions and lose their basic civil rights. As the law now stands, if you are disabled
- [“I’ll Never Go into a Nursing Home”](https://estatepreservationlaw.com/•-ill-never-go-into-a-nursing-home) - 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 never put him in a nursing home… we would take
- [Significant Changes Coming for MassHealth](https://estatepreservationlaw.com/•-massive-changes-coming-for-masshealth) - By Carol F. Barton: Concerns about the state Medicaid (MassHealth) budget are nothing new, and the need for reform has been widely acknowledged. Consequently, the biggest change to the MassHealth/Medicaid program in over ten years is now on the horizon. Federal approval was received in November 2016 for the Baker-Polito Medicaid (MassHealth) 1115 waiver, allowing
- [Keeping Tabs on the Trump Administration & GOP Tax Reform Plan](https://estatepreservationlaw.com/•-keeping-tabs-on-the-trump-administration-gop-on-tax-reform-plan) - 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 keeping the stock market happy, enactment requires that it
- [Opioid Addiction: Implications for your estate planning](https://estatepreservationlaw.com/•-opioid-addiction-implications-for-your-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 family member, colleague or friend struggling with addiction. In
- [Retirement on Your Horizon:  Are you fully prepared?](https://estatepreservationlaw.com/retirement-on-your-horizon-are-you-fully-prepared) - 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 for your estate plan. For starters, transitioning into retirement allows you to more
- [Saluting Caregivers’ During National Family Caregivers’ Month](https://estatepreservationlaw.com/•-saluting-caregivers-during-national-family-caregivers-month) - By Carol F. Barton November was established as National Family Caregivers’ Month to honor people who give of themselves to be there for their family, friends, and neighbors in challenging times. According to the Family Caregiving Alliance, 43.5 million caregivers provided unpaid care to an adult or child in 2015. That number seems to be
- [Prepare for Disappointment: Your children may not want your stuff](https://estatepreservationlaw.com/•-prepare-for-disappointment-your-children-may-not-want-your-stuff) - By: Brendan J. King In working with clients on their estate plans we often deal with those who are downsizing and we are struck by the number of people who are convinced that their children and/or grandchildren want their “stuff” after they move into smaller accommodations or pass away. Be prepared for disappointment: while inheriting
- [Does Your Trust Really Protect Your Children?](https://estatepreservationlaw.com/•-does-your-trust-really-protect-your-children) - 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 financial threats, particularly from third parties. Divorces, lawsuits, financial exploitation, disability, and substance
- [New 529 Plan Rules Bring Significant Changes](https://estatepreservationlaw.com/new-529-plan-rules-bring-significant-changes) - By Brendan J. King When the new Tax Cut and Jobs Act was signed into law in December 2017, it also expanded the benefits of tax-favored 529 savings from what were previously allowed. K-12 Tuition A 529 plan is an indispensable tax advantaged tool that allows parents to save for their children’s education. Originally created
- [Proactive and Informed Planning is Critical for Families of Loved Ones with Autism or other Special Needs](https://estatepreservationlaw.com/•-proactive-and-informed-planning-is-critical-for-families-of-loved-ones-with-autism-or-other-special-needs) - By Linda Cammuso In the United States, the month of April has recognized National Autism Awareness Month since 1970, providing a forum to educate the public about the issues surrounding autism. Today, according to AutismSpeaks.com, the disorder affects one in 110 children in the United States, with boys being four times more likely than girls
- [Reverse Mortgages Still Viable for the Right People](https://estatepreservationlaw.com/•reverse-mortgages-still-viable-for-the-right-people) - Reverse Mortgages provide a viable source of financial independence for many seniors. Earlier this year, two major players in the reverse mortgage market stopped offering them, citing higher costs, lowering real estate values and unwieldy regulations. With many seniors already apprehensive to consider a reverse mortgage, the exit of two major financial institutions from the
- [Getting Excited about Estate Planning: Brendan King on WCCA TV13](https://estatepreservationlaw.com/getting-excited-about-estate-planning-brendan-king-on-wcca-tv13) - It's hard to get excited about estate planning. People postpone the inevitable and many end up regretting it when they find themselves in a “we only wish we did it” situation. Attorney Brendan J. King discusses estate planning with Tom Colletta, host of the WCCA TV13 What It's Worth Show. This video is an animated,
- [Life Stages & Estate Planning](https://estatepreservationlaw.com/•life-stages-estate-planning) - By: Melissa A. Gleick As you move through different life stages, chances are that your estate planning needs will evolve as well. As your life goals and familial circumstances change, they will need to be incorporated into your estate plan. Estate planning is not a one time endeavor. The following guide will help you understand
- [Massachusetts Uniform Trust Code (MUTC)](https://estatepreservationlaw.com/●-massachusetts-uniform-trust-code-mutc) - The passage of the Massachusetts Uniform Trust Code (MUTC) in July 2012 marked the second major piece of legislation in Massachusetts this year relating to estates and trusts. (The Massachusetts Uniform Probate Code (MUPC) was signed into law on March 31, 2012.) The MUTC includes provisions which are intended to give trustees flexibility in administering
- [Including Your Special Needs Child in Your Estate Plan](https://estatepreservationlaw.com/●-including-your-special-needs-child-in-your-estate-plan) - By Melissa Gleick October is Special Needs Law Month. While the term “Special Needs Law” encompasses many sub-categories, one category of special needs law that our office encounters on a day to day basis is how parents of a special needs child should include that child in their estate plan. Let me begin by saying,
- [IRS Clarifies DOMA Impact on Federal Tax Matters](https://estatepreservationlaw.com/●-irs-clarifies-doma-impact-on-federal-tax-matters) - In the wake of the U.S. Supreme Court DOMA ruling in US v Windsor, many questions were raised about the effect on specific Federal laws and programs. The ruling opens the door to spousal status and benefits under Social Security, the Veterans Administration, federal pensions, the INS and the IRS. The Internal Revenue Service issued
- [Funding: A Vital Step in the Estate Planning Process](https://estatepreservationlaw.com/●-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 process is to fund your estate plan with your estate planning professional. Failure to
- [Never too early to do an estate plan](https://estatepreservationlaw.com/•-never-to-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 years old –
- [Why Maintaining your LLC or Corporation is Crucial](https://estatepreservationlaw.com/•-why-maintaining-your-llc-or-corporation-is-crucial) - Thousands of people set up corporations and/or LLCs each year. Most often, these entities are formed for asset protection reasons. For example, an LLC may be formed to protect a rental property from creditors or a corporation may be set up to support and protect an operating business. While forming an LLC is certainly the
- [Trusts: Scary or Empowering](https://estatepreservationlaw.com/•-trusts-scary-or-empowering) - I think I speak for many of my estate planning clients when I say the word “trust” makes them at least a little uneasy the first time they hear it. So what’s the verdict? Are trusts scary or empowering? And, what are trusts anyway? How do they work? Trusts are empowering and almost everyone needs
- [Observation Status: Notice Act](https://estatepreservationlaw.com/•-blog-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 requires hospitals to inform Medicare patients who have been placed on “observation” status that
- [Cammuso Elected Vice President Girls Inc. Board](https://estatepreservationlaw.com/•-cammuso-elected-vice-president-girls-inc-board) - November 2, 2015---Linda T. Cammuso, Estate Preservation Law Offices partner, has been elected to serve as vice president for the board of directors of Girls’ Inc. of Worcester, MA. The organization, which will celebrate its centennial in 2016, was founded to encourage girls from 5 to 18 to learn, grow and be part of the
- [Medicaid Application is More Complicated than it Looks](https://estatepreservationlaw.com/•-medicaid-application-is-more-complicated-than-it-looks) - There are tricks and pitfalls when filling out a Medicaid application form that an elder law attorney can help you avoid and help accelerate the process while preserving assets. Read more …
- [Grandparents Raising Grandchildren Need an Estate Plan](https://estatepreservationlaw.com/•-grandparents-raising-grandchildren-need-an-estate-plan) - 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 Full Article
- [The Future is Now: Estate Planning for Digital Assets](https://estatepreservationlaw.com/the-future-is-now-estate-planning-for-digital-assets) - Technology has transformed nearly every aspect of our lives, from how we manage our finances and communicate with loved ones to how we store important information. As more of our personal and financial lives exist online, estate planning should evolve alongside them. At Estate Preservation Law Office (EPLO), we help clients understand that protecting a
- [How the New Trump Accounts for Children Can Benefit Your Family](https://estatepreservationlaw.com/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 financial features that could be worth considering for many households. What Are
- [A Quick Guide on How to Choose Your Estate Planning Decision Makers](https://estatepreservationlaw.com/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.
- [Why Estate Planning for Business Owners Matters](https://estatepreservationlaw.com/why-estate-planning-for-business-owners-matters) - Estate planning for business owners aligns personal goals with operational needs while ensuring a smooth transition for heirs and stakeholders.
- [Estate & Trust Administration: Experience Counts](https://estatepreservationlaw.com/estate-trust-administration-experience-counts) - Estate or trust administration is rarely as simple as following a checklist. In this line of work, experience isn’t just helpful — it’s critical.
- [5 Reasons to Update Your Estate Plan During Tax Season](https://estatepreservationlaw.com/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 Power of Giving](https://estatepreservationlaw.com/the-power-of-giving) - At EPLO, charitable giving is woven into both our professional and personal missions and is at the heart of the work we do.

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- [Equine Trusts & Pet Trust Planning](https://estatepreservationlaw.com/equine-trusts-pet-trust-planning) - Equine Trusts and Pet Trust Planning At Estate Preservation Law Offices we help pet owners create trusts to ensure their animals are cared for after they're gone.
- [Charitable & Exempt Organizations](https://estatepreservationlaw.com/charitable-exempt-organizations) - Charitable Organizations & Exempt Organizations We provide guidance for charitable entities on formation tax-exempt status applications & ongoing administration
- [Guardianships & Conservatorships](https://estatepreservationlaw.com/guardianships-conservatorships) - EPLO provides expert guidance in guardianships and conservatorships, helping navigate complex medical and financial challenges under Massachusetts law.
- [Tax Planning - Corporate & Individual](https://estatepreservationlaw.com/tax-planning) - EPLO specializes in tax planning for individuals and businesses, ensuring favorable tax outcomes with personalized strategies and expert guidance.
- [Estate Administration & Trust Administration](https://estatepreservationlaw.com/estate-administration-trust-administration) - EPLO offers expert counsel for estate administration and trust administration, guiding executors and trustees through the process while respecting family dynamics.
- [In Print Estate Planning Asset Protection Elder Law and more](https://estatepreservationlaw.com/in-print-estate-planning-asset-protection-elder-law) - In Print Estate Planning Asset Protection Elder Law Medicaid Planning, charitable giving, special needs planning, pet trusts prenuptial agreements
- [Brendan J. King](https://estatepreservationlaw.com/brendan-king-estate-planning-asset-protection) - Brendan King Attorney: Expert estate attorney specializing in asset protection, wealth preservation, and estate planning.
- [News Release August 29 2011](https://estatepreservationlaw.com/news-release-august-29-2011) - Linda T. Cammuso honored as a 2011 40 Under Forty recipient for her leadership and commitment to empowering youth in the community.
- [Radio](https://estatepreservationlaw.com/media-radio) - Estate Preservation Law Offices provides customized estate planning, special needs support, long-term care strategies, Medicaid assistance, and pet trusts. Click to access radio shows!
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- [News Release November 2 2015](https://estatepreservationlaw.com/news-release-november-2-2015) - Linda T. Cammuso of Estate Preservation Law Offices has been elected vice president of the Girls Inc. board, supporting empowerment for girls in Worcester, MA.
- [News Release September 21 2010](https://estatepreservationlaw.com/news-release-september-21-2010) - Linda T. Cammuso, partner at Estate Preservation Law Offices, has been elected to the Board of Directors of Girls Inc. of Worcester, empowering young girls for 94 years.
- [News Release November 17 2011](https://estatepreservationlaw.com/news-release-november-17-2011) - Attorney Brendan J. King of Estate Preservation Law Offices has been recognized as a Massachusetts Rising Star by Super Lawyers for the second consecutive year.
- [News Release May 6 2019](https://estatepreservationlaw.com/news-release-may-6-2019) - Mariah L. Heppe joins EPLO as an attorney, focusing on estate planning and elder law, with extensive experience from firms in Boston and Texas.
- [News Release May 28 2010](https://estatepreservationlaw.com/news-release-may-28-2010) - Linda T. Cammuso, partner at EPLO, has been elected president of the Montachusett Estate and Retirement Planning Council, enhancing education in estate, financial, and tax planning.
- [News Release May 26 2015](https://estatepreservationlaw.com/news-release-may-26-2015) - Linda T. Cammuso, partner at Estate Preservation Law Offices, is now president of the Montachusett Estate and Retirement Planning Council, which fosters education in estate, financial and tax planning
- [News Release May 18 2009](https://estatepreservationlaw.com/news-release-may-18-2009) - [et_pb_section fb_built=”1″ _builder_version=”3.22″ background_color=”#454545″ custom_margin=”0px|||” custom_padding=”0px||0px|” border_width_top=”1px” border_color_top=”#e2e2e2″ global_module=”169″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”0px||0px|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Protecting Assets During Your Lifetime” _builder_version=”4.16″ text_text_color=”#cecece” background_layout=”dark” custom_padding=”8px||8px|” global_colors_info=”{}”]Protecting Assets During Your Lifetime. Preserving Them For Future Generations.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Overview” _builder_version=”4.16″ background_color=”#f8f8f8″ background_image=”https://estatepreservationlaw.com/wp-content/uploads/2021/08/business-15.jpg” background_position=”bottom_right” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” module_alignment=”right” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ custom_padding=”0|0px|0|0px|false|false” box_shadow_style=”preset4″ box_shadow_horizontal=”-700px” box_shadow_vertical=”0px”
- [News Release May 18 2015](https://estatepreservationlaw.com/news-release-may-18-2015) - Linda T. Cammuso of Estate Preservation Law Offices becomes president of the Montachusett Estate and Retirement Planning Council, enhancing financial education.
- [News Release March 16 2017](https://estatepreservationlaw.com/news-release-march-16-2017) - EPLO announces the acquisition of the Law Office of Carrie Dolmat-Connell, expanding its estate planning and elder law services in Massachusetts.
- [News Release June 28 2021](https://estatepreservationlaw.com/news-release-june-28-2021) - Worcester attorney Carol F. Barton honored by the American Cancer Society for her dedication and contributions as a volunteer for the second time.
- [News Release July 30 2010](https://estatepreservationlaw.com/news-release-july-30-2010) - [et_pb_section fb_built=”1″ _builder_version=”3.22″ background_color=”#454545″ custom_margin=”0px|||” custom_padding=”0px||0px|” border_width_top=”1px” border_color_top=”#e2e2e2″ global_module=”169″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”0px||0px|” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Protecting Assets During Your Lifetime” _builder_version=”4.16″ text_text_color=”#cecece” background_layout=”dark” custom_padding=”8px||8px|” global_colors_info=”{}”]Protecting Assets During Your Lifetime. Preserving Them For Future Generations.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Overview” _builder_version=”4.16″ background_color=”#f8f8f8″ background_image=”https://estatepreservationlaw.com/wp-content/uploads/2021/08/business-15.jpg” background_position=”bottom_right” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” module_alignment=”right” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ custom_padding=”0|0px|0|0px|false|false” box_shadow_style=”preset4″ box_shadow_horizontal=”-700px” box_shadow_vertical=”0px”
- [News Release July 19 2016](https://estatepreservationlaw.com/news-release-july-19-2016) - Estate Preservation Law Offices has launched a new mobile-ready website, making it easier for clients to explore estate planning services and resources.
- [News Release July 11 2012](https://estatepreservationlaw.com/news-release-july-11-2012) - Carol F. Barton, Esq. joins Estate Preservation Law Offices as an associate attorney focusing on estate planning, elder law, & probate matters in Worcester, MA.
- [News Release January 15 2018](https://estatepreservationlaw.com/news-release-january-15-2018) - Estate Preservation Law Offices announces a fresh brand identity after nine years in business, reflecting its growth and commitment to clients in estate planning.
- [News Release February 22 2021](https://estatepreservationlaw.com/news-release-february-22-2021) - Carol F. Barton, of Estate Preservation Law Offices, receives the ACS National Professional Advisor Award for her dedication to charitable estate giving.
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- [News Release August 26 2018](https://estatepreservationlaw.com/news-release-august-26-2018) - EPLO acquires Cove & Hogarth’s estate planning and elder law practice, adding a new satellite office in Uxbridge, MA.
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