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In this webinar, Attorney Sarah Hartline (Margolis, Bloom & D’Agostino) and Attorney Samantha Owens (Nixon Peabody) discuss the estate planning basics for young families.

Planning for a Client Whose Capacity is Diminishing

Abbey Kaelberer and Maria Henry take a deep dive the intricacies of probate, explaining when it’s necessary, which type of probate to file, and the various steps involved.

Harry Margolis and Jason Swadel do a deep dive into some of the most interesting cases of 2023, including probate, trust and MassHealth cases.

Capital Gains Taxes

Steven Weisman, Of Counsel at MBD, discusses the wide variety of scams that target seniors and how they have evolved with artificial intelligence as well as how to avoid these scams. Steven just returned from Washington where he was testifying before the Senate's Select Committee on Aging about scams and seniors and the impact of AI on those scams.

Harry S. Margolis and Sarah Hartline discuss what the new increase in estate tax in Massachusetts means for you and your estate planning. If your estate is under $2 million and unlikely to exceed that level, you don’t need to worry about the Massachusetts estate tax. If your estate is over the new threshold and you are married, basic estate tax planning using credit shelter or QTIP trusts can r...

Last year, the SJC issued a decision limiting the power of an agent under a Durable Power of Attorney to engage in estate planning on the principal’s behalf. Laura Goodman reviews the case, discusses how it may limit the powers of an attorney-in-fact, identifies provisions you need in a Durable Power of Attorney to avoid common pitfalls, and discusses when it’s appropriate to turn to the probat...

Join us for a discussion with author, attorney and financial analyst, Gabrielle Clemens. She will discuss her latest book, "Marriage is About Love, Divorce is About Money" with fellow author and attorney, Harry S. Margolis. The book is a guide to navigating the divorce process and how to protect yourself financially. It addresses the three stages of divorce: Before (how to choose an attorney, b...

Financial advisor, Nora Yousif and Laura Goodman take your live questions about Social Security and financial planning.

Join Lori Howell, Owner of Howell Medicare Advisors, LLC, as she discusses how individuals can best navigate the maze of Medicare rules and options. The discussion will also focus on the recently released 2023 Medicare costs and coverages. Open enrollment runs from October 15 to December 7.

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. #estateplanning #cryptocurrency #nft

Harry S. Margolis reviews elder law cases from 2021 and 2022, diving into the good, the bad and the ugly. Learn what went well and what went wrong.

Addressing Dementia

Recent Elder Law Cases Reviewed 2021-2022

AskTricia

What You Need to Know About ABLE Accounts

What is Probate & How to Avoid it

Caregiver Burnout

Elder Law Cases Reviewed

What's Next Considerations for the 'New Normal'

Estate Planning 101 - Special Needs Trust Planning

Estate Planning 101 - Massachusetts Estate Tax Planning

Estate Planning 101- Family Protection Trusts

I'm the POA, Now What

Estate Planning 101 - MassHealth Planning

Estate Planning 101 - Revocable Trusts

Know Your Family Leave Rights: Keep Your Job and Care for Your Family

Scams In the Time of Corona Virus