WEBINAR - All You Need is Love and these 25 Documents

Posted by Beth Cohen King on Dec 20, 2019 9:32:35 AM

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Margolis & Bloom's Senior Associate, Sarah Hartline and Assurance Family Partners, Jeremy Zizmor deep dive into all the documents you need in place in order to protect yourself and your family. Planning ahead, so others don't have to pick up the pieces. Join us for this overview and Q&A.

Topics: asset protection, Estate Planning

WEBINAR - Estate Planning Essentials for New Parents

Posted by Beth Cohen King on Oct 1, 2019 9:31:30 AM

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Senior Associate, Sarah Hartline and Director of Marketing, Beth Cohen King have a Q & A about the essentials of estate planning for new parents.

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Topics: Estate Planning, durable power of attorney, new parents, HIPPA

WEBINAR RECORDING - Update on Treatment of Irrevocable Trusts in MassHealth Eligibility, and What to do

Posted by Beth Cohen King on Jul 29, 2019 2:00:35 PM

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Sarah Hartline, Senior Associate at Margolis & Bloom, discusses how irrevocable trusts are currently treated in MassHealth applications, and how best to make changes to your irrevocable trust to help secure MassHealth eligibility.

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Topics: trusts, MassHealth planning, MassHealth, irrevocable trust


Posted by Beth Cohen King on Jun 27, 2019 1:15:39 PM

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You asked; Harry answered. View the recording of some of the detailed questions that were asked during AskHarry LIVE.
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Topics: Estate Planning

Latest Podcast - 'Second Home Savvy' authors Borchers & Cahill

Posted by Harry S. Margolis on May 3, 2019 11:13:20 AM

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Harry Margolis talks with 'Second Home Savvy' authors Tim Borchers of Borchers Trust Law and Chris Cahill of 12 Points Wealth Management.

Listen to all AskHarry podcasts here.

Topics: trusts, revocable trust, legal protection

WEBINAR - Understanding Incapacity & Undue Influence and Ways to Ensure Legal Protection

Posted by Beth Cohen King on Apr 30, 2019 11:19:23 AM

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Most estate planning matters present no issues of potential undue influence or incapacity. But some do, requiring the lawyer to take extra steps to ensure that the client is not subject to undue influence. In this webinar, Harry Margolis discusses the red flags and the steps the lawyer must take to protect the client and assist her in reaching her goals.
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Topics: incapacity, elder law, elder care, undue influence

Margolis & Bloom Launches New Podcast Series - AskHarry

Posted by Beth Cohen King on Apr 24, 2019 9:12:28 PM

See release on PR Newswire

WELLESLEY, Mass., April 8, 2019 /PRNewswire/ — Margolis & Bloom, an estate, special needs, and long-term care planning law firm, recently launched a new Podcast Series called AskHarry. Harry S. Margolis, founding and co-managing partner at Margolis & Bloom, has been answering your elder law, special needs and estate planning questions online at Now he and other industry experts answer your questions by podcast. Each includes an invited guest answering questions posted on line and discussing an estate planning issue on which he or she has special expertise.

The first episode features Professor Larry Frolik discussing how seniors can protect themselves from financial risk with a follow up episode on the use of revocable trusts and annuities.

Harry S. Margolis says, "It is so important to have active conversations with leading experts. The landscape of the law can shift quickly, and is getting increasingly complicated; this podcast series allows us to answer people's questions in an accessible format. Over time we will build a library of podcasts so that any consumer can get answers to his or her specific questions."

Consumers can continue to ask questions on line at

Fans of the podcast can contact Beth Cohen King via email at to provide feedback and ideas for the podcast, or to become a guest on the show.

To listen to the podcast, please visit:




About Margolis & Bloom

Margolis & Bloom has been providing legal solutions to Massachusetts residents in the fields of estate, elder law, and special needs planning for more than a quarter of a century, always striving to provide the highest caliber of service and results possible. Its attorneys are recognized both in Massachusetts and nationally as experts in its fields. But their greatest concern is protecting clients and their families.

Media Contact
Beth Cohen King, Director of Marketing 

Topics: trusts, Estate Planning, elder law, elder care, real estate, podcasts, annuities

[Webinar] Seniors, Scams & Identity Theft

Posted by Beth Cohen King on Feb 25, 2019 5:53:05 PM

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Millions of older Americans are targeted as victims of scams and identity theft each year at a cost estimated to be $2.9 billion and this figure is undoubtedly smaller than the actual figure as older scam victims are less likely to report being a victim of a scam.
Attorney Steven J.J. Weisman, Senior Lecturer at Bentley University and Of Counsel to Margolis & Bloom, discusses some common scams that seniors can fall prey to, why seniors are more likely to be targeted, and ways to combat the growing problem. 
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Topics: growth of elderly population, seniors, identity theft, scams

[Webinar] MassHealth Planning and Real Estate

Posted by Beth Cohen King on Nov 19, 2018 3:00:08 PM

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If you need MassHealth coverage of your long-term care, you can keep your house. But MassHealth will place a lien on it and expect to recover its costs from the house either upon its sale or from your estate.
This webinar explores the MassHealth rules around real estate and steps you can take to protect your home for your spouse and children.
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Topics: MassHealth planning, real estate

[Webinar] A Primer on Massachusetts Estate Tax

Posted by Beth Cohen King on Jul 27, 2018 10:37:34 AM

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While very few estates are subject to a federal estate tax, which only applies to those exceeding $11.2 million (in 2018), many more are subject to the Massachusetts estate tax for which the threshold is $1 million. 
Harry Margolis explains the Massachusetts estate tax structure and address steps to reduce or eliminate the estate taxes on their estates.

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Topics: estate taxes, tax law, trustee