Events

Upcoming Webinar - What is Probate? And How to Avoid It

Posted by Beth Cohen King on Jun 8, 2021 7:55:25 AM

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Join Attorney Patricia C. D'Agostino for this upcoming Webinar on probate. Most people know they want to avoid probate, but they do not know exactly what probate is.  This webinar will clarify what “probate” means.  We will also discuss the legal tools available to simplify the administration of your estate, to make sure your loved ones have immediate access to your assets to pay expenses and to reduce the amount of money spent on attorneys upon your passing.

Thursday, June 24th at noon

Register Here

Topics: probate, estate taxes, will

[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.

View Recording

Topics: estate taxes, tax law, trustee

[Webinar] Asset Protection for Seniors - Part 2

Posted by Beth Cohen King on Apr 30, 2018 11:53:43 AM

 
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Many factors can upset even the best financial plan. Illness, incapacity, the loss of a job, financial scams, or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will continue his discussion focusing in Part 2 on MassHealth planning and techniques to protect what you leave your children and grandchildren.

If you missed Asset Protection for Seniors - Part 1, you can view it here.
 
View Recording

Topics: long-term care planning, long-term care insurance, baby boomers, homestead protections, MassHealth, probate, Attorney- Client Relationship, durable power of attorney, estate taxes, Older Americans, Caregivers, Aging Population, aging, elder care

[Webinar] Asset Protection for Seniors - Part 1

Posted by Beth Cohen King on Apr 17, 2018 11:58:41 AM

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Many factors can upset even the best financial plan.  Illness, incapacity, the loss of a job, financial scams or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will discuss how to protect your assets in the event you or a spouse needs long-term care, and learn techniques to protect what you leave your children and grandchildren.
 
 
View Recording

Topics: long-term care planning, long-term care insurance, baby boomers, homestead protections, MassHealth, probate, Attorney- Client Relationship, durable power of attorney, estate taxes, Older Americans, Caregivers, Aging Population, aging, elder care