Up Coming Seminars:


Attention Seniors: Take control of your future and come to our Elder Law Educational Workshops

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

 

2018 Spring and Summer Seminars

This Spring and Summer, Attorney Dale Tamburro's seminars will include a variety of topics including IRA Distributions, Income/Estate Tax Planning, Basics on Estate Planning and Types of Trusts. The dates, time and detailed descriptions of these seminars can be found below.

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.

Estate Planning Starting with What you Should do at Home to Legal Documents and Reasons for Them to Integrate with your Financial Plan:

1. Steps to Take in Advance of Death or Disablility:

A. Communication with Loved onces and Potential Caregivers

B. Getting Organized about your assets, income and ownership

C. Be Proactive Not Reactive

D. If you can't get organized can your Financial Advisor help you?

2. Basic Documents We All Need!!!:

A. Health Care Proxy

B. Durable Power of Attorney

C. Last Will and Testament (Pour Over)

D. Revocable Trust (most of you anyway)

3. Why a Living Trust makes Sense for Most People and its only drawback

4. Why an Irrevocable Trust is only Right for two needs

5. Why a Reverse Mortgage is only Right for some people 

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

A. Beneficiaries on Life Insuracne, 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 Insuracne if not for you then for your kids. Is it and employee benefit?

7. Whatever you want to talk about. 

LOCATION AND TIME OF SEMINARS REGARING THIS TOPIC:

Bedford Senior Center at: 12 Mudge Way, Bedford, MA on April 13th, 2018, at 1:00 PM

Medford Senior Center (INCLUDES LUNCH): 101 Riverside Ave, Medford, MA on April 17, 2018, at 1:00PM

Chelmsford Senior Center (INCLUDES BREAKFAST): 75 Groton Road, North Chelmsford, MA on April 27, 2018, at 10:00 AM

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

Nuts and Bolts of Different Kinds of Trusts:

What is a Donor? Trustee? Beneficiary? Contingent Beneficiaries? What are the benefits of all trusts?

What's the difference between:

. Revocable Trust

. Irrevocable Trust

. Testamentary Trust

. Credit Shelter Trust

. Supplemental Needs Trust

. Life Insurance Trust

If you want to be educated with a well-practiced explanation from simple to complicated, come listen to Attorney Dale J. Tamburro who strives to make the incredibly complicated sound almost understandable... Please join him for this beneficial workshop.

LOCATION AND TIME OF SEMINARS REGARING THIS TOPIC:

Bedford Senior Center at (INCLUDES A LIGHT LUNCH): 12 Mudge Way, Bedford, MA on May 24, 2018, at 1:00 PM

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