Events

[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.
 
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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

[Webinar] Using Annuities in MassHealth Planning for Nursing Home Residents

Posted by Beth Cohen King on Jan 17, 2018 8:49:52 PM

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Harry Margolis leads a deep dive into how best to use annuities in long-term care planning, breaking down complex rules into simple and approachable terms.

Immediate annuities have long been used in long-term care planning as a means of converting assets that are countable against the limits for MassHealth eligibility into an income stream that does affect eligibility. 

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Topics: Medicaid, Caregivers, Retirement Benefits, aging, elder care, healthcare