Contact Us: 781-705-6400

[Webinar] Asset Protection for Seniors – Part 2


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. View Here
If you missed Asset Protection for Seniors – Part 1, you can view it here.

Newsletter Sign Up

Contact Us

We’ve moved. But not far. Our new address is: 20 William Street, Suite 320, Wellesley, MA 02481

Contact Haley

Contact Steven

Contact Sarah Henry

Contact Michael

Contact Sarah Hartline

Contact Laura

Contact Patricia

Contact Jeffrey

Contact Harry