Presenter: Patricia C. D’Agostino, J.D.; Partner, Margolis & Bloom, LLP
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
- 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 future generations and disabled beneficiaries
- Eligibility guidelines for Massachusetts Medicaid long-term care coverage
