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Margolis Bloom & D'Agostino, LLP @MargolisBloom

Our mission is to provide our clients with the highest standard of elder law, special needs and estate planning services.

Joined December 2012
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Margolis & Bloom Launches Rebranding of Firm with Name Change and New Website The New Firm Name, Margolis, Bloom & D’Agostino, Adds Long-Term Attorney and Partner Tricia C. D’Agostino prn.to/36YpvxO

Margolis & Bloom Rebrands Firm with Name Change and New Website

/PRNewswire/ -- Margolis & Bloom, an estate, special needs and long-term care planning law firm, is delighted to announce the renaming of the firm as Margolis...

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Why Avoiding Probate Doesn't Really Avoid Probate . . . At Least Not Totally hubs.li/Q03ZK8d50

Why Avoiding Probate Doesn't Really Avoid Probate . . . At Least Not Totally | Margolis Bloom &...

Probate administration involves a lot more than dealing with the probate court. As a result, avoiding probate eliminates only a small part of the necessary tasks when someone dies.

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Study Models Long-Term Care Insurance Options for Massachusetts hubs.li/Q03WP_Qq0

Study Models Long-Term Care Insurance Options For Massachusetts | Margolis Bloom & D'Agostino

Study models options for public long-term care insurance in Massachusetts as potential alternative to just relying on MassHealth.

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New Faces..New Spotlights...hubs.li/Q03SFP4y0

Employee Spotlight: Hadassa Mikalixen | Margolis Bloom & D'Agostino

How long have you been at MBD and what were you doing before? 

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Are Investments Fungible? It Depends Who You Ask hubs.li/Q03PB5RB0

Are Investments Fungible? It Depends Who You Ask | Margolis Bloom & D'Agostino

While some heirs have emotional attachment to certain stock holdings, investments are fungible and it's usually more efficient for estates and trusts to distribute cash.

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New York Has a Master Plan for Aging. Should Massachusetts Follow It’s Lead? hubs.li/Q03LwK9F0

New York Has A Master Plan For Aging. Should Massachusetts Follow It's Lead? | Margolis Bloom &...

The New York State Master Plan for Aging can serve as a model for Massachusetts to develop a mult-sector plan to prepare for the coming elder care crisis

margolisbloom.com
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Still time to Register for this Friday's Law School for Social Workers from 9AM - 12PM. One of your topics will be elaborating on this new post, The Effect Of The Big Beautiful Bill And Other Trump Initiatives On Long-Term Care hubs.ly/Q03KrxGN0

The Effect Of The Big Beautiful Bill And Other Trump Initiatives On Long-Term Care | Margolis Bloom...

The Big Beautiful Bill's Medicaid cuts and other Trump administration initiatives are likely to adversely affect long-term care for aging baby boomers.

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Join Us For Law School For Social Workers - Online hubs.li/Q03Hp5pX0

Home | Margolis Bloom & D'Agostino

If you would like to know more on how to approach Elder Law and Estate Planning, our attorneys wrote the books on it (literally). Click here to learn more.

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If You Are Acting as Agent Under a Durable Power of Attorney, Keep Good Records
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You've Been Appointed Trustee: What Now? hubs.li/Q03Dg06k0

You've Been Appointed Trustee: What Now? | Margolis Bloom & D'Agostino

Being appointed trustee is both a great honor and a great responsibility. We've created a Primer on Trust Administration to guide the non-professional trustee.

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Always Be Learning or "ABL" hubs.ly/Q03ChBlC0

Always Be Learning Or "ABL" | Margolis Bloom & D'Agostino

Our firm's value, Always be learning, or "ABL," is also a good strategy for thriving in later life.

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How to Protect Special Needs Trusts from Fraud hubs.li/Q03BGKmS0

How To Protect Special Needs Trusts From Fraud | Margolis Bloom & D'Agostino

The alleged defrauding of special needs trusts by Massachusetts attorney Patrick J. Dolan and Florida investment manager Leo J. Govoni provide insight on what steps professional advisors should take...

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Check Your Beneficiary Designations . . . and Keep a Copy
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Is a Car Tangible Personal Property? What About Cash? hubs.li/Q03x7M880

Is A Car Tangible Personal Property? What About Cash? | Margolis Bloom & D'Agostino

"Tangible" personal property is anything you can touch other than real estate. However, this distinction can be difficult in some cases. A car is tangible personal property while cash is intangible...

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What to Do With the House After the Owner's Death
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Residency Agreement Protects Assisted Living Facility from Negligence Claim hubs.li/Q03sSB8w0

Residency Agreement Protects Assisted Living Facility From Negligence Claim | Margolis Bloom &...

In the case of Margaret Donovan v. Brightview Senior Living, the assisted living facility wins summary judgment on the claim that it did not provide the necessary care to two former residents.

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Study Finds High Economic Insecurity Among Older Households in Massachusetts
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More Planning Advice for Solo Agers hubs.ly/Q03qnlGR0

More Planning Advice For Solo Agers | Margolis Bloom & D'Agostino

Attorney Kathy McNair's new book, The Solo Senior's Guide to Thrive, provides estate, financial, long-term care and community building planning advice and tools for solo agers.

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How to Apply for an Estate Recovery Hardship Waiver hubs.li/Q03nldYt0

How To Apply For An Estate Recovery Hardship Waiver | Margolis Bloom & D'Agostino

In 2021, MassHealth expanded hardship waivers for estate recovery to include heirs who provided care to beneficiaries and those with low-income, but the filing time is short. So those who may qualify...

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New Massachusetts Aging Plan Promotes Health Aging, But May Neglect Elder Care hubs.li/Q03mrX1T0

New Massachusetts Aging Plan Promotes Health Aging, But May Neglect Elder Care | Margolis Bloom &...

The new ReiMAgine Aging 2030 plan will improve the livability of Massachusetts for older residents, but its lack of focus on elder care could be its Achilles heel.

margolisbloom.com
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The Future of Alzheimer's Disease: Some Hope, But Daunting Numbers hubs.li/Q03lhtsW0

The Future Of Alzheimer's Disease: Some Hope, But Daunting Numbers | Margolis Bloom & D'Agostino

Medical research is showing some results that may blunt the impact of Alzheimer's disease, but the demographic numbers mean that the need for care will grow dramatically in coming years.

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