Events

[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: trustee, tax law, estate taxes

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

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