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June 10, 2014

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What is Life Estate and Why Would You Want One?

In This Issue

7 Considerations When Choosing a Trustee

The Arc of Massachusetts Provides Free Health Assessment

Things to Consider Before Retiring Abroad

Resource: A Primer on the Massachusetts Estate Tax

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

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

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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