Free MSB Workshop to Address Estate Planning, Medicaid, Medicare

MONSON — Monson Savings Bank (MSB) will present a free workshop titled “Straight Talk on Estate Planning, Medicaid Qualification, and Medicare Pitfalls” on Tuesday, June 7, featuring attorney Karen Jackson of Jackson Law in Holyoke.

The event, set for 5:30 to 7 p.m. at the bank’s corporate offices, 107 Main St., Monson, is designed to help people understand why an estate plan is important and what is needed for it to be effective. Jackson will explain the ‘big 5’ of estate planning — will, durable power of attorney, healthcare proxy, HIPAA release, and living will or advance directive. She will also address some significant issues with Medicare and Medicaid that too often cost people unnecessary money. The event is free and open to the public, and refreshments will be served.

“Understanding estate planning, Medicaid, and Medicare can be daunting,” said Steve Lowell, president and CEO of MSB. “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.”

Seating is limited. To RSVP, call Anna Calvenese at (413) 267-1221 or e-mail acalvanese@monsonsavings.com.