The Essentials of Wills and Trusts

The Essentials of Wills and Trusts

Are you prepared to protect your loved ones and ensure your assets are managed according to your wishes? Join us for a FREE seminar on the essentials of wills and trusts, designed to help you understand the critical aspects of estate planning. Our legal experts will guide you through the process, answer your questions, and offer practical solutions tailored to your unique needs.

Event Details

Date: October 15th, 2024
Time: 9:30am – 12:00pm EST
Location: Andover Inn, 4 Chapel Ave, Andover, MA 01810

*Complimentary breakfast starts at 9am!

What You'll Learn
In this seminar, we'll cover:

  • The difference between wills and trusts and why you need both.
  • How to avoid probate and protect your family from unnecessary stress and costs.
  • Strategies to minimize estate taxes and maximize inheritance.
  • The importance of selecting the right guardian for minor children.
  • Why having a Health Care Proxy and Power of Attorney is critical.
  • How to safeguard your assets and avoid common pitfalls.

Why You Should Attend

  • Peace of Mind: Gain the knowledge you need to feel confident about your estate planning decisions, knowing that you’ve done everything possible to secure your family’s future.
  • Exclusive Offer: As a thank you for attending, each participant will receive $500 off on a personalized estate plan. Take this opportunity to make a significant investment in your family’s future at a reduced cost. Plus, bring a friend and receive an additional $150 off!
  • Interactive Q&A: Participate in a heartfelt Q&A session where our experts will answer your questions and offer guidance tailored to your needs.
  • Complimentary Appetizers: Relax and enjoy a beautiful morning, with delicious food and drinks in a setting that’s as special as the plans you’re making.

This seminar is more than just a learning opportunity—it’s a chance to make a lasting impact on your family’s future. Space is limited, so register now to ensure you don’t miss out.

We can’t wait to share this important evening with you!

The Essentials of Wills and Trusts

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Date and Time

Tuesday Oct 15, 2024
9:00 AM - 12:00 PM EDT

Date: October 15th, 2024
Time: 9:30am – 12:00pm EST

Location

Andover Inn, 4 Chapel Ave, Andover, MA 01810

Fees/Admission

Free Admission.

Website

https://www.montefortelaw.com/reports/estate-planning-and-elder-law-seminars-ma.cfm

Contact Information

978-494-5036
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