Join Lori Howell, Owner of Howell Medicare Advisors, LLC, as she discusses how individuals can best navigate the maze of Medicare rules and options.
Join Mark Gilfix of Gilfix & La Poll in Palo Alto, California, a national expert on the nexus of cryptocurrency and estate planning as he explains what Crypto and NFTs are all about and what they can mean for your estate. View Here
The Pandora Papers raise serious questions about domestic asset protection trusts (DAPTs). Call Wellesley 781-705-6400 if you have questions about trusts.
An analysis of balancing MassHealth and tax planning when protecting a highly-appreciated home. Margolis & Bloom, Wellesley and Boston, MA, 02481.
MA SJC holds that a self-settled asset protection trust provides no protection from wrongful death claim. Margolis & Bloom, Wellesley and Boston, MA, 02481
Decision in Savoy v. Savoy muddies the waters around rule established in Phannenstiehl v. Phannenstiehl. Margolis & Bloom, Wellesley and Boston, MA, 02481.
How you can protect the inheritance you leave for your special needs child through the use of supplemental trusts
Massachusetts client chooses not to place home in irrevocable trust for MassHealth planning
This webinar addresses the specific documents you should have in place while doing your estate planning. Margolis & Bloom, Wellesley and Boston, MA, 02481.
Come join us for A Rad Map to Aging Well, covering the best ways to plan for your future; including financial and legal steps to take
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
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