FREE SEMINARS: The Essentials of Wills and Trusts
Jan 7, 2025 – Jan 23, 2025
The new year is here, and there’s no better time to ensure 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 move forward into 2025 knowing your loved ones and hard-earned assets are protected.
Location: 300 Tradecenter Dr, Suite 6750, Woburn, MA 01801
Upcoming Seminar Dates:
- Tuesday, January 7th, 2024
Time: 12:00 PM – 1:30 PM EST
- Thursday, January 9th, 2024
Time: 12:00 PM – 1:30 PM EST
- Thursday, January 23rd, 2024
Time: 9:30 AM – 11:00 AM EST
Enjoy $500 off your estate plan, complimentary appetizers, Q&A + more!
Why You Should Attend:
Unexpected Tragedy Could Happen Anytime: Accidents, illness, and sudden events can change everything in an instant. Without a plan, your family could be left scrambling to make sense of it all.
Make Your Wishes Clear: Avoid confusion or heartbreaking decisions during the most difficult times. Ensure your loved ones know exactly what you want.
Protect Your Assets: Learn the difference between Wills and Trusts and how to shield your wealth from mismanagement or being drained by estate taxes.
4-Step Asset Protection Plan™: Estate planning doesn’t have to be stressful. Our exclusive 4-Step Asset Protection Plan™ makes the process simple, clear, and tailored to your needs.
