Join us for AskHarry LIVE

We want to answer all your pressing estate planning questions. Have a question you want Harry to answer? Now, is your chance. Submit your questions at: bck@margolis.com. Please let us know if we can use your name.   Then, simply register for the webinar and hear your answers on June 20th at 1:30 pm.

Topics: Estate Planning

Topics: trusts, revocable trust, legal protection

 

Most estate planning matters present no issues of potential undue influence or incapacity. But some do, requiring the lawyer to take extra steps to ensure that the client is not subject to undue influence. In this webinar, Harry Margolis discusses the red flags and the steps the lawyer must take to protect the client and assist her in reaching her goals.

 

Topics: incapacity, elder law, elder care, undue influence

Topics: trusts, Estate Planning, elder law, elder care, real estate, podcasts, annuities

Millions of older Americans are targeted as victims of scams and identity theft each year at a cost estimated to be $2.9 billion and this figure is undoubtedly smaller than the actual figure as older scam victims are less likely to report being a victim of a scam.

 

Attorney Steven J.J. Weisman, Senior Lecturer at Bentley University and Of Counsel to Margolis & Bloom, discusses some common scams that seniors can fall prey to, why seniors are more likely to be targeted, and ways to combat the growing problem. 

 

Topics: growth of elderly population, seniors, identity theft, scams

If you need MassHealth coverage of your long-term care, you can keep your house. But MassHealth will place a lien on it and expect to recover its costs from the house either upon its sale or from your estate.

 

This webinar explores the MassHealth rules around real estate and steps you can take to protect your home for your spouse and children.

 

Topics: MassHealth planning, real estate

 

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.

Topics: estate taxes, tax law, trustee

Topics: long-term care planning, MassHealth, Medicaid, elder care

 

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.

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

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.

 

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