The French battle over pension reform which is brought on by an increase in the dependency ratio, could be a harbinger of the coming fight in the United States over Social Security.
Join us at 12pm EST on Thursday, April 13th for a live town hall with financial advisor, Nora Yousif and our partner, Patrica C. D’Agostino, as they take your live questions about Social Security and financial planning. If you would like to submit questions ahead of time, you may email Beth Cohen
One of the principal planning techniques to protect a home from the potential costs of long-term care is to put it into a life estate. Like anything else in the law, life estates have their benefits and consequences.
Meet Anastasia, a legal assistant at Margolis Bloom & D’Agostino.
The fields of elder law and special needs planning will greatly miss Ron N. Landsman and Mary Schmitt-Smith.
For many people flow charts can better explain estate planning options than can verbal descriptions. Here are a few.
The Massachusetts Supreme Judicial Court in Barbetti v. Stempniewicz rules that an agent under a durable power of attorney may not create a trust on behalf of a grantor if that power is not granted in the DPA document, but does not rule on whether such a trust may be created if the power is granted.
Today’s seniors are healthier than prior generations, but this trend is unlikely to continue for baby boomers due to greater levels of obesity.
Meet Laura Goodman, a Senior Associate at Margolis Bloom & D’Agostino.
MassHealth has many programs available to help seniors stay at home with services and supports instead of being forced to move to a skilled nursing facility for support. This is typically what our seniors prefer and bonus, it also costs the Commonwealth of Massachusetts a lot less money to pay for care at home than for care in a skilled nursing facility.
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
Boston: 617-267-9700
Norwood: 781-769-3110
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Join us at 12pm EST on Thursday, April 13th for a live town hall with financial advisor, Nora Yousif and our partner, Patrica C. D’Agostino, as they
