Building 76-156; The David H. Koch Institute for Integrative Cancer Research at MIT
Presenter – Patricia C. D’Agostino, J.D.; Senior Associate, Margolis & Bloom, LLP
This seminar will provide an overview of the essential estate-planning documents that everyone should have. It will include a discussion of:
- Appointing trusted individuals to make your medical and financial decisions if you are unable
- How and why to avoid probate court, which involves delays in decisions and financial distributions
- How to minimize Massachusetts and federal estate taxes
- Tips for protecting assets for future generations and disabled beneficiaries
Patricia will also discuss the eligibility rules for MassHealth coverage of long-term care and some steps you can take to preserve your assets in the event you, or your family members, do require MassHealth coverage in the future.