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Below you will find upcoming events, click the title for detailed information.

We hope to see you at one of our events soon!
 

 

Questions or to book me for an event - please Contact Us for more information

  • Estate Planning
    The Core Estate Plan 16 Avoidable Mistakes in Planning Your Estate The Durable Power of Attorney The Big Five Estate and Gift Taxes Explained Estate Planning: The Spouse with Dementia
  • Elder Law
    Elder Financial Abuse Plan A: Community Care Aid and Attendance, monthly payments for aging veterans and their spouses Two Tips and Traps
  • MassHealth
    The Caregiver Agreement Nursing Home costs and Medicaid The Medicaid Qualified Annuity - a powerful MassHealth planning tool in the event of a nursing home admission MassHealth Facts, in the event of a Nursing Home admission
  • Trusts
    Demystifying Trusts Pet Trusts The Power of Revocable Trusts Special Needs Trusts are Special The Irrevocable Income Only Trust The Basics of MA Taxation and the Magic of Trusts
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