Up Coming Seminars:


  • Attention Seniors: Take control of your future and come to our Elder LawEducational Workshops

(All seminar attendees may schedule a one hour private consultation with NO FEE!)

 

2020 Winter Seminars

This Winter Attorney Dale Tamburro's seminars will be starting in January and there will be more to come in February and March

 

Attorney Tamburro is also looking for new venues, such as Assisted Living locations, American Legions, Sons of Italy, Men's and Women's groups or even Corporate venues as an employee benefit.  If you would like Attorney Tamburro to present at your venue, please contact our office for more details.  All his workshops are free, some even include lunch.

Essential Estate Planning Steps For 2020

Prepare for the Future – Yours and your Children’s

One of the best ways of becoming a better person is to become more prepared. What better way to do that than to arrange life's most essential documents- your estate. While you may not want to think about a time when you can’t care for yourself or of passing away, going without estate planning is problematic on countless levels. If you want to make sure not only your loved ones, but your property is secure for 2019, it's time to get serious and think ahead. If you already have an estate plan when was the last time you had it reviewed?

January Seminar: The Estate Planning Process

THE ESTATE PLANNING PROCESS

No one wants to face the fact that they will not be with us forever.  Facing our own mortality is frightening as well.  Although none of us want to contemplate a time when we or a loved one might become disabled or die, it is important to be prepared.  There are many steps families can take in advance of death or disability to avoid future conflicts or uncertainties.

How do you begin the Estate Planning Process? How do you Maintain an existing plan? Do you meet with your financial advisor? Your Attorney? How about your family? All are acceptable but it really begins with you. Our January Seminar will be a discussion on what you can do to get started to move forward with a plan and how to maintain an appropriate plan.   

At the end if we have time we will discuss anything you want to talk about.

LOCATION AND TIME OF SEMINARS REGARDING THIS TOPIC:

 
Chelmsford Senior Center: 75 Groton Road, North Chelmsford, MA on Thursday, January 23, 2020, at 1:00PM

Medford Senior Center: 101 Riverside Ave, Medford, MA on Tuesday, January 21, 2020, at 1:00PM

Bedford Senior Center at: 12 Mudge Way, Bedford, MA on Thursday, January 30, 2020 at 1:00PM

SIGN UP IS REQUIRED IN ADVANCE. CALL SEMINAR NUMBERS LOCATED AT THE BOTTOM OF THE PAGE TO SIGN UP

February Seminar: Taking Control of Your Future:
Asset Protection, MassHealth and Irrevocable Trusts

  • How do you Pay for Long Term Care:
  • Long Term Care Insurance Basics
  • Life Insurance
  • Private Pay
  • MassHealth
  • MassHealth Basics (plus more written)
  • MassHealth Planning
  • Irrevocable Trusts to Protect from Nursing Home and other Creditors
  • Special Asset Protection Options
  • Care Giver Child
  • Child with Special Need Spousal Exceptions
  • Staying Home Benefits and Disadvantages
  • Financial---Safety--- Social--- Others
  • Reverse Mortgages and how it interrelates with MassHealth options and staying home

At the end if we have time we will discuss anything you want to talk about.

SIGN UP IS REQUIRED IN ADVANCE. CALL SEMINAR NUMBERS LOCATED AT THE BOTTOM OF THE PAGE TO SIGN UP

LOCATION AND TIME OF SEMINARS REGARDING THIS TOPIC:

Chelmsford Senior Center: 75 Groton Road, North Chelmsford, MA on Thursday, February 13, 2020, at 10:00AM


Medford Senior Center: 101 Riverside Ave, Medford, MA on Wednesday, February 19, 2020, at 1:00PM


Bedford Senior Center at: 12 Mudge Way, Bedford, MA on Tuesday, February 18, 2020 at 1:00PM

One-on-one appointments are available for the Senior Center seminars. Please call ahead to schedule your appointment:

Chelmsford Senior Center: 978-251-0533
Medford Senior Center: 781-396-6010
Bedford Senior Center: 781-275-6825
Watertown Senior Center: 617-972-6490

Lexington: 781-698-4800