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!)

 

2019 Winter Seminars

This Winter Attorney Dale Tamburro's seminars will be starting in January and there will be more to come in the later months.

 The January Topicis: Essential Estate Planning Steps for 2019 and Preparing for the Future - Yours and your Children's 

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 2019

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?

 

Estate Planning- Essential documents and estate planning maintenance

Financial Planning – The Importance of Starting Today – No matter Your Age! 

Long Term Care – Risks and reward of living with or without 

Market Updates – What can we expect? – What can we do? 

Insurance Review – Is what you have still appropriate? 

 

1. Have a conversation or 2 with your loved ones about your future plans and needs.

2.  Review/Renew/Draft your core documents - will, power of attorney, health care proxy and Trusts. 

3.  Consider buying a burial plot or deciding on what to do with your remains.

4.  Review your property casualty insurance. 

5.  Estate Planning Terminology

6.  Problems with Irrevocable Trust for MassHealth purposes.

7.  Annuities in Medicaid/MassHealth Planning.

8. How your Financial Planner/Wealth Manager can help me and you.

a.            Beneficiaries on Life Insurance, Annuities and IRA-life assets

b.            What are the different reasons for having life insurance and how does Life Insurance and Long-Term Care Insurance differ?

c.             Long Term Care Insurance if not for you then for your kids. Is it an employee benefit?

d.            Reviewing your Beneficiaries of your qualified plans and what do you need to know if you name your trust the beneficiary.

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, January 24, 2019, at 1:00PM

Medford Senior Center: 101 Riverside Ave, Medford, MA on Tuesday, January 29, 2019, at 1:00PM

Bedford Senior Center at: 12 Mudge Way, Bedford, MA on Thursday, January 17, 2019, at 1:00 PM

Watertown Senior Center: 31 Marshal Street, Watertown, MA on Wednesday, January 23, 2019, at 10:00AM 

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

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