Building: 46-3189 (Brain & Cognitive Sciences)
Presenter: Patricia C. D’Agostino , J.D.; Partner, Margolis & Bloom, LLP
This seminar will provide an overview of the essential estate-planning documents that everyone should have. It will include a discussion of:
- Appointing trusted individuals to make your medical and financial decisions if you are unable
- How and why to avoid probate court, which involves delays in decisions and financial distributions
- How to minimize Massachusetts and federal estate taxes
- Tips for protecting assets for future generations and disabled beneficiaries
Patricia will also discuss the eligibility rules for Massachusetts’ Medicaid coverage of long-term care and some steps you can take to preserve your assets in the event you, or your family members, do require Massachusetts’ Medicaid coverage in the future.
