Estate Planning Basics

Event Information

Thursday, March 27, 2025
to
Online

This webinar 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 to do so
  • 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 and preserving your assets for both future generations and disabled beneficiaries
  • Eligibility guidelines for Massachusetts Medicaid long-term care coverage

Presenter: Patricia C. D’Agostino, J.D.; Partner, Margolis & Bloom, LLP

Senior Care Advising

MIT's expanded Adult & Senior Care Services through Care.com can provide you with the help you need in caring for an elderly family member or an adult with physical or other challenges.