Events

Webinar - COVID-19, Legal and Healthcare Planning

Posted by Beth Cohen King on May 19, 2020 10:07:21 AM

Screen Shot 2020-05-04 at 7.44.46 PM

As we all weather the storm that is this COVID-19 pandemic, it’s important to plan ahead for all the potential scenarios we could face. Prevention is key, but contraction of the virus is possible by you or a loved one.
 
In this webinar, Dianne Savastano, President of Healthassist and Harry Margolis of Margolis & Bloom will help you to:
 
· Understand how to prevent contracting and/or spreading COVID-19
· Create a plan for yourself, loved ones that live with you, and those that do not
· Make sure your Durable Power of Attorney and Health Care Proxy are in place
· Manage your symptoms while you await test results for COVID-19
· Use patient portals to communicate with your doctor
· Prepare for a potential hospitalization by developing a “Grab-n-Go Kit”
 
VIEW RECORDING

Topics: coronavirus

WEBINAR - Know Your Rights: Family Responsibilities Discrimination

Posted by Beth Cohen King on Apr 23, 2020 7:55:52 PM

KnowYourRights

Join Attorney Rebecca Pontikes and Attorney Sarah Hartline for Know Your Rights: Family Responsibilities Discrimination. Caregivers have legal rights at work. Learn what Family Responsibilities Discrimination is and how to identify biases against people who care for kids, elders, or someone with a disability. 

VIEW RECORDING

Topics: elder care, health care proxy, home care

WEBINAR - Is Your Plan Secure Under the New SECURE Act?

Posted by Beth Cohen King on Jan 29, 2020 1:35:57 PM

SECURE ACT - Margolis-and-Bloomn

What is the SECURE Act All About and How Will it Affect You?

Join Harry Margolis and Tricia D'Agostino for a deep dive into how this new law (just passed in late December 2019) will affect your retirement planning, from a later required distribution age to shorter time for withdrawing distributions from inherited IRAs. The presentation will include time for Q & A.

VIEW RECORDING

Related Articles:

What the Secure Act is All About

3 Implications of the SECURE Act

If you have questions about how the SECURE Act might affect your plan, give us a call at 781.705.6400.

Topics: Retirement Planning, SECURE Act, IRA

WEBINAR - All You Need is Love and these 25 Documents

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

Screen Shot 2019-11-21 at 9.58.39 AM
 
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.
 
VIEW RECORDING

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

Estate planning for new parents- margolis-and-bloom

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

View Recording

 

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

Screen Shot 2019-07-02 at 2.30.02 PM

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.

View Recording

Topics: trusts, MassHealth planning, MassHealth, irrevocable trust

WEBINAR - AskHarry LIVE

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


Screen Shot 2019-06-20 at 10.58.11 AM
 
You asked; Harry answered. View the recording of some of the detailed questions that were asked during AskHarry LIVE.
 
View Recording
 

Topics: Estate Planning

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

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

Screen Shot 2019-05-03 at 11.08.45 AM

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

Undue Influence - legal protection - Margolis-and-Bloom
 
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.
 
View Recording

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 AskHarry.info. 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 AskHarry.info.

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

To listen to the podcast, please visit:

iTunes/AskHarry

Spotify/AskHarry

www.margolis.com/podcasts

Pod617/AskHarry

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. www.margolis.com

Media Contact
Beth Cohen King, Director of Marketing
bck@margolis.com 
781-705-6400

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