In the absence of a federal long-term care policy, states are stepping in to fill the gap. Margolis & Bloom, Wellesley, MA, 781-705-6400
Protect your assets in the event you (or spouse) needs long-term care, and protect what you leave behind. Margolis & Bloom, Wellesley and Boston, MA, 02481
Protect your assets in the event you or a spouse needs long-term care, & protect what you leave behind. Margolis & Bloom, Wellesley and Boston, MA, 02481
Buy long-term care insurance (LTCI) before age 60 but delay transferring assets for MassHealth planning until after age 70.
Seniors can use various strategies to protect their homes from MassHealth estate recovery. Blog from Margolis & Bloom, Wellesley, MA, 781-705-6400.
This post offers a framework for clients and advisors to use in choosing between the purchase of long-term care insurance and sheltering assets in an irrevocable trust for MassHealth planning.
The Bipartisan Policy Center’s initiative on long-term care introduces white paper on LTSS crisis coming as baby boomers age
Key considerations offer a framework for considering whether to purchase long-term care insurance
Post debunks claim by Mark J. Warshawsky that millionaires are on Medicaid and that long-term care insurance is a reasonable solution
MassHealth clarifies rules about long-term care insurance exception to estate recovery
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
Boston: 617-267-9700
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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
