Margolis & Bloom Logo, Planning for Life,  617.267.9700

617.267.9700
firm@margolis.com
Boston, Dedham, Framingham, Woburn
June 10, 2014
 
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Maroglis & Bloom Blog
In This Issue
7 Considerations When Choosing a Trustee 

The best-written trust will only work as well as its trust or trustees. While it often gets short shrift, he choice of trustee is vital to the successful functioning of your trust.
 
Click here to learn about the seven issues you need to consider in choosing a trustee.

The Arc of Massachusetts Provides Free Health Assessment 

The Arc of Massachusetts is 

providing free health assessments  The Arc Massachusetts

for persons with intellectual or developmental disabilities age 16+ 

at the Health & Fitness 

Expo this Saturday and Sunday at the Hynes Convention Center on 900 Boylston Street.

 

Assessments are generally 45 minutes to one hour long and will be scheduled between the hours of 10 a.mm and 5 p.m. on June 14th and June 15th. 

 

If you or someone you know is interested receiving a free health assessment, email Marisa Young at young@arcmass.org with your preferred dates and times.

 

Things to Consider Before Retiring Abroad

Retiring to another country
can be a very attractive option.  Lower cost of living and health care expenses, along with exotic locales and temperate climates, persuade many seniors to retire outside of the United States. To ensure a smooth transition, however,
there are many issues to consider such as what medical insurance to purchase.

Click here to learn about the steps to take before packing  up and moving.
Resource: A Primer on the Massachusetts Estate Tax 

While very few people are  A Primer on the Massachusetts Estate Tax
subject to a federal estate tax, which only applies to estates exceeding $5.34 million, many 
more are subject to the Massachusetts estate tax, which applies to estates over $1 million.  While the Massachusetts estate tax rate is not nearly as high as the federal rate many clients still prefer to reduce or eliminate the estate tax their heirs will have to pay.

Click here to learn more about the Massachusetts estate tax, and the strategies you can take to reduce or eliminate your estate tax burden.

Margolis & Bloom | 617/267-9700 | firm@margolis.com | http://www.margolis.com
535 Boylston Street, 8th Floor
Boston, MA 02116
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