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Monson Savings to Stage Workshop on Estate Planning, Medicaid, Medicare

Monson Savings Bank will conduct a complimentary workshop titled “Straight Talk on Estate Planning, Medicaid Qualification and Medicare Pitfalls,” featuring attorney Karen G. Jackson, Esq., Senior Partner at Jackson & Torrone, P.C. The event, set for August 4, is designed to help people understand what is needed for an effective estate plan and why it’s so important. In clear-cut language, Karen will explain the “Big 5” pillars of estate and health care planning — a will, durable power of attorney, health care proxy, HIPAA release, and the living will or advance directive. She will also address some significant issues with Medicare and Medicaid that too often unnecessarily cost people a lot of money. The workshop will be conducted from 5 to 6:30 p.m. at the Gardens of Wilbraham, 2301 Boston Road in Wilbraham. It is free and open to the public. “Understanding estate planning, Medicaid, and Medicare can be daunting,” said Steve Lowell, President and CEO of Monson Savings Bank. “This workshop will simplify the steps needed to create an effective estate plan so that people may better protect themselves, their families and their assets.” Those interested may call Anna Calvenese at (413) 267-1221 e-mail to [email protected] to RSVP. Seating is limited. Refreshments will be served.

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