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Protect Your Life Savings WEBINAR
February 28, 2019 @ 1:00 pm - 2:00 pm
There’s no one-size-fits-all approach to Estate Planning. Learn how our expert team is ready to discuss yoiur specific needs and goals. You’ll want to have a say in how all your things are given to people or organizations that you care about. So, to ensure your wishes are carried out, you need to provide instructions.
Learn how to prepare for your future needs while preserving your assets and minimzing your risks, expenses and taxes!
What is an Estate Plan?
- Will-based planning
- Trust planning
- Estate Tax planning
Did you know that 58% of Americans don’t have an estate plan?*
Did you know that the cost og Long-Term Care in Massachusetts averages $14,000/mo?
Our partners, Dan Surprenant and Michelle Beneski, are recognized Certified Elder Law Attorneys (CELA) by the National Elder Law Foundation. They are part of a very select group: there are only 24 CELAs in Massachusetts (as of July, 2018)
*U.S. Dept. of Health and Human Services