FREE SEMINARS: The Essentials of Wills and Trusts
Dec 5, 2024 – Dec 12, 2024
With the new year just around the corner, now is the time to make sure your estate plan is in place. Our expert attorney Michael Monteforte, Jr. will guide you through the essentials of Wills and Trusts, so you can enter 2025 knowing your assets and loved ones are protected.
Location: 300 Tradecenter Dr, Suite 6750, Woburn, MA 01801
Seminar Dates:
First Seminar: December 5th, 2024
Time: 12:00 PM – 1:30 PM EST
* Lunch will be served at 12:00 PM!
Second Seminar: December 10th, 2024
Time: 9:30 AM – 11:00 AM EST
*Breakfast will be served at 9:00 AM!
Third Seminar: December 12th, 2024
Time: 12:00 PM – 1:30 PM EST
* Lunch will be served at 12:00 PM!
Why You Should Attend:
- Unexpected Tragedy Could Happen at Any Time: We don’t like to think about it, but accidents, illness, and unexpected events can change everything in a heartbeat. Without a plan in place, your family could be left in a devastating situation, scrambling to figure out what to do.
- Make Your Wishes Clear: Ensure your loved ones know exactly what you want, so they won’t be left guessing or making heartbreaking decisions during one of the worst times of their lives.
- Protect Your Assets: Learn the difference between Wills and Trusts and how they can shield your hard-earned assets from mismanagement or being drained by estate taxes.
- 4-Step Asset Protection Plan: We’ve made estate planning simple and stress-free with the 4-Step Asset Protection Plan™, exclusive to our firm.
