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
Many on-line resources provide guidance on the best places to retire, but try out your pick before making your move.
While it can make sense for a will to direct that all estate property be sold and the proceeds distributed, it can also result in higher capital gains taxes for the beneficiaries.
Massachusetts fails to pass legislation increasing its estate tax threshold from $1 million to $2 million
The Massachusetts legislature is poised to increase the estate tax threshold from $1 million to $2 million.
It’s very hard to believe, but it’s been 35 years since I hung up a shingle to practice elder law on June 1, 1987. At the time, few people had heard of “elder law” and I wanted to brand the field and the new firm, so I called it ElderLaw Services.
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
Jennifer Pilcher Ph.D, head of Clear Guidance Consulting and Care Management. This program will help you learn how to help your clients and their families detect, evaluate, and approach suspected cognitive impairment.
An article I recently wrote for Next Avenue, the public television website for Baby Boomers, explains how the family of a college friend divided 100s of items from their parents’ estates among the four siblings. The article, “A Clever Way to Divvy Up Items After a Parent’s Death,” describes the
You may have seen provisions in wills and trusts that bar challenges to their validity with a severe penalty: that the heir will receive nothing from the estate. These are known as no contest or in terrorem clauses with the idea being to strike terror into anyone who may challenge the document.
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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
News + Events
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
