In Massachusetts, without a proper estate plan, state laws — not you — decide who gets what. Protect your wishes, your loved ones, and your legacy before it’s too late.
We will be serving pizza at 12:30 PM, followed by Erica's estate planning presentation at 1:00 PM. Come hungry, leave empowered!
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What an estate plan is, and why it's important for all families to safeguard their assets — not just the wealthy.
Strategies to reduce or eliminate estate taxes in order to preserve your wealth for your family.
How to plan for incapacity by utilizing powers of attorney to manage financial and legal matters, and by appointing a health care proxy to make medical decisions on your behalf.
Why having a will alone isn’t enough and will likely fail your family when it matters most.