Events Blog

Webinar - What's Next? Considerations for the "New Normal"

Posted by Beth Cohen King on Jan 27, 2021 5:20:47 PM

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Kate Granigan, CEO of Lifecare Advocates, and Laura Goodman from Margolis & Bloom discuss the long-term effects of the pandemic for elder care, from life care planning to legal considerations. Their discussion covers concerns such as isolation, where is the best place to age, technological shifts in elder care, and specifics around healthcare and advocacy.

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I'm the POA, Now What?

Posted by Beth Cohen King on Jun 23, 2020 2:16:54 PM

Having legal responsibility for a loved one with dementia imposes unique challenges. (“Who decides legal competence?” “What are the rights of a person living with dementia?”) Get your questions answered by Attorney Sarah Hartline, Senior Associate with Margolis & Bloom, one of the Boston area’s premier elder law & estate planning firms.

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Topics: webinars, durable power of attorney

Webinar - Scams in the Time of Coronavirus

Posted by Beth Cohen King on May 28, 2020 1:51:05 PM

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Join Attorney Steven J.J. Weisman and Harry S. Margolis as they talk about scams in the time of Coronavirus and how you can protect yourself and loved ones.

The Federal Trade Commission reported that in just the first nine days of April, they had received complaints of losses due to Coronavirus scams totaling $7 million dollars. That was just the beginning. If the Coronavirus scams continue to increase at the same rate as the virus itself, the amount lost could well reach more than $100 million by July. Learn what types of scams are out there and how to avoid them. An ounce of knowledge is a pound of protection.

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Topics: scams, coronavirus

Webinar - COVID-19, Legal and Healthcare Planning

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

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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”

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Topics: coronavirus

WEBINAR - Know Your Rights: Family Responsibilities Discrimination

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

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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.

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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

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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.

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.

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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

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.

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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.