Events

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 - Scams in the Time of Coronavirus

Posted by Beth Cohen King on May 18, 2020 10:09:02 AM

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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.
 
Register Here

Topics: scams, 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. 

Register Here

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.

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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

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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.

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 About It

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.

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Topics: trusts, MassHealth planning, MassHealth, irrevocable trust

Stay Tuned for Upcoming Events, Webinars & Podcasts

Posted by Beth Cohen King on Jul 29, 2019 9:53:52 AM

We are in process of planning some upcoming webinars and podcasts (a new addition). We will be sure to update everyone when we are ready to go live. Thanks for your continued interest.

Topics: webinars, events, podcasts

WEBINAR - AskHarry LIVE

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


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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 Tim Borchers & Chris Cahill

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

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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