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Beware Hidden Costs of Mutual Funds- Massachusetts |
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MassHealth Releases Money Follows the Person Regulations
MassHealth has released immediately-effective 
regulations designed to permit anyone receiving institutional care in a nursing home or chronic care hospital to move to the community, whether to their own home or to a group home. The regulations, unfortunately, are complicated with both financial and clinical eligibility depending in part on the beneficiary's age and type of disability. But the goal is to permit more people to receive care in a non-institutional setting.
Patients and their families should contact their provider agency or an elder law or special needs planning attorney to learn whether they may be eligible for community benefits under this expanded program. |
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Real Estate Trends for Boomer & Seniors
On Tuesday, June 18th, Harry S. Margolis will present at a MCLE program on Real Estate Issues for Boomers & Seniors, which is an opportunity to gain information and strategies to handle the real estate, estate planning, and related issues that your clients may confront in the current real estate market and beyond. Understanding the statutory, regulatory, and contractual framework for each housing arrangement is vital for practitioners involved in estate planning and real estate transactions.
The program will take place on Tuesday, June 18th, from 9:00 a.m. to noon at MCLE located on 10 Winter Place in Boston. Participants can also participate by webcast.
Click here to learn more.
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Beware Hidden Costs of Mutual Funds - Massachusetts
A recent article in Forbes Magazine, 
it estimates that the average annual cost
of owning mutual funds is about 3% for retirement plans and 4% for taxable investments. This does not include any cost charged by a financial advisor or 401(k) manager. Over time, these costs can easily
cut the value of a retirement plan by more than 50%.
Owning index funds or a diversified portfolio of individual stock allows one to avoid any hidden costs and control one's own fate in terms of realizing capital gains.
Click here to learn more.
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RESOURCE: 3LPlace Transition Curriculum, Phase One
3LPlace is a community dedicated to empowering adults with autism and other developmental disabilities to lead joyful, connected, productive and meaningful lives. Autism is known for its heterogeneity; one approach or system will never "fit all." With a collaborative team compromised of over 30 multidisciplinary experts (educators, clinicians, health experts, and academicians) in the field of autism, the 3LPlace has developed a comprehensive transition curriculum.
It's website provides a curriculum which is free to families, educators, and non-profit organizations.
Click here to learn more.
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