Gifts made by you or to you can not only have tax consequences, but can also affect eligibility for governmental benefit programs. Join us to learn about the consequences involved when making or receiving gifts. We will cover the estate tax and gift tax aspects of gifts of $16,000, $34,000, a home, and $1 million in appreciated stock. We will also cover the MassHealth, SSI … Continue reading Gift Consequences
The MassHealth application is an intimidating document that takes into consideration many aspects of the applicants situation. It can be a daunting task to fill out and submit the application without a thorough understanding of what MassHealth is looking for from the applicant. Join us for some insight into how the MassHealth application should be approached for an unmarried individual. We will be joined by … Continue reading Walking Through the Long-Term Care MassHealth Application for an Unmarried Person
There are dozens of different kinds of trusts that can be made to protect and preserve your assets for future generations, but with so many types of trusts it can be difficult to figure out which kind is the best fit for you. Join us to learn about common types of trusts and the benefits and disadvantages they offer. We will be joined by our … Continue reading The Pros and Cons of Common Types of Trusts: 30 Trusts in 30 Minutes
Is the fear of probate being used to sell you something such as a trust? Many people do not realize what probate is, and this webinar is meant to describe when it applies and when it doesn’t. Weighing your estate plan options can be difficult; join us to learn more about the probate process. Some of the topics that will be covered in the webinar … Continue reading What is Probate, and Should You Try To Avoid It?
Elder Law Webinar 