Up Coming Seminars:


  • Attention Seniors: Take control of your future and come to our Elder LawEducational Workshops

(All seminar attendees may schedule a one hour private consultation with NO FEE!)

 

2019 March and April Seminars

This Winter/Spring Attorney Dale Tamburro's seminars will be starting in March and there will be more to come in April

 The March Topic: Understanding Basic Estate Planning Terms and Documents

The April Topic: Basic Understanding and Benefits of Irrevocable and Revocable Trusts

Attorney Tamburro is also looking for new venues, such as Assisted Living locations, American Legions, Sons of Italy, Men's and Women's groups or even Corporate venues as an employee benefit.  If you would like Attorney Tamburro to present at your venue, please contact our office for more details.  All his workshops are free, some even include lunch.

Essential Estate Planning Steps For 2019

Prepare for the Future – Yours and your Children’s

One of the best ways of becoming a better person is to become more prepared. What better way to do that than to arrange life's most essential documents- your estate. While you may not want to think about a time when you can’t care for yourself or of passing away, going without estate planning is problematic on countless levels. If you want to make sure not only your loved ones, but your property is secure for 2019, it's time to get serious and think ahead. If you already have an estate plan when was the last time you had it reviewed?

March Seminar: Understanding Basic Estate Planning Terms and Documentation

The Estate Documents 90% of us Need;

     . How to get Started: Organizing Paperwork; How are your Assets Owned?

     . Estate Planning Terminology

     . What is Probate and why you want to avoid it both while your alive and after

     . Top Five Misconceptions Related to Estate and Long Term Care Planning 

     . The ABC's of a Revocable Living trust

     . Basics to Protect your home if you need Long Term Care of Nursing home 

At the end if we have time we will discuss anything you want to talk about.

LOCATION AND TIME OF SEMINARS REGARDING THIS TOPIC:

 
Chelmsford Senior Center: 75 Groton Road, North Chelmsford, MA on Thursday, March 21, 2019, at 1:00PM

Medford Senior Center: 101 Riverside Ave, Medford, MA on Tuesday, March 26,2019, at 1:00PM

Bedford Senior Center at: 12 Mudge Way, Bedford, MA on Wednesday, March 20, 2019, at 1:00 PM

Lexington: 

SIGN UP IS REQUIRED IN ADVANCE. CALL SEMINAR NUMBERS LOCATED AT THE BOTTOM OF THE PAGE TO SIGN UP

April Seminar: The Top 5 Reasons For Using A Trust:

     1. Avoid Probate

     2. Asset Protection

     3. Minimize Estate Taxes

     4. Management of Assets for Children and Grandchildren

     5. Disabled 

We will also be discussing:

     . Nuts and Bolts of Every Trust

     . How a Trust is used in Nursing Home and Medicaid Planning

     . Living Revocable Trust vs. Irrevocable Trust or Testamentary Trust? 

     . I only have my house and $100,000, do I need a Trust? 

At the end if we have time we will discuss anything you want to talk about. 

SIGN UP IS REQUIRED IN ADVANCE. CALL SEMINAR NUMBERS LOCATED AT THE BOTTOM OF THE PAGE TO SIGN UP

LOCATION AND TIME OF SEMINARS REGARDING THIS TOPIC:

 

Chelmsford Senior Center: 75 Groton Road, North Chelmsford, MA on Thursday, April 25, 2019, at 1:00PM

Medford Senior Center: 101 Riverside Ave, Medford, MA on Tuesday, April 16, 2019, at 1:00PM

Bedford Senior Center at: 12 Mudge Way, Bedford, MA on Thursday, April 18, 2019, at 1:00 PM

Lexington: 39 Marrett Road, Lexington, MA on Thursday April 11, 2019, at 1:00PM

SIGN UP IS REQUIRED IN ADVANCE. CALL SEMINAR NUMBERS LOCATED AT THE BOTTOM OF THE PAGE TO SIGN UP

One-on-one appointments are available for the Senior Center seminars. Please call ahead to schedule your appointment:

Chelmsford Senior Center: 978-251-0533
Medford Senior Center: 781-396-6010
Bedford Senior Center: 781-275-6825
Watertown Senior Center: 617-972-6490

Lexington: 781-698-4800