Upcoming Legal Seminars
All seminar attendees may schedule a one hour private consultation with NO FEE!
Understanding Basic Estate Planning Terms and Documents:
Have you delayed and procrastinated about your Estate Planning? I will help you understand some important concepts to help you make decisions and steps for you to take:
- Why it is so important to have a spreadsheet of all your Assets, Beneficiaries and Contingent Beneficiaries for ALL of your ASSETS and to update the spreadsheet REGULARLY
- How simple but beneficial having updated Health Care Proxies and Durable Power of Attorneys is.
- How a Will interacts with a Trust and why it is important to have both
- What factors play in deciding if you need a TRUST or TRUSTS and what kind of TRUST(s)
- Is either the Federal Estate Tax or the Massachusetts Estate Tax a concern for you?
- The process of working with me to accomplish your goals, interacting with other professionals that you should want to also aid you and how important it is to continue to update and maintain your estate and financial plan.
LOCATION AND TIME OF SEMINARS
September (Seminar on Basic Estate Planning):
- Medford - Tuesday September 8th at 1:00 pm
- Watertown - Monday September 14th at 1:00 pm
- Belmont - Wednesday September 23rd at 11:00 am
- Lexington - Thursday September 24th at 1:00 pm
- Bedford - Monday September 28th at 10:00 am
- Chelmsford - Wednesday September 30th at 1:00 pm
October:
- Acton - Seminar on Basic Estate Planning on Tuesday October 6th at 1:00 pm
- Concord - Seminar on Basic Estate Planning on Thursday October 15th at 2:00 pm
- Medford - Seminar on Trusts on Tuesday October 20th at 1:00 pm
- Lexington - Seminar on Trusts on Thursday October 22 at 1:00 pm
- Waltham - Seminar on Basic Estate Planning on Wednesday October 28th at 1:00 pm
- Chelmsford - Seminar on Trusts on Thursday October 29th at 1:00 pm
November(Seminar on Trusts):
- Acton - Thursday November 5th at 1:00 pm
- Belmont - Thursday November 12th at 1:00 pm
- Bedford - Monday November 16th at 10:00 am
- Waltham - Wednesday November 18th at 1:00 pm
- Concord - Thursday November 19th at 2:00 pm
- Watertown - Monday November 23rd at 3:00 pm
ONE ON ONE APPOINTMENTS are available for the Senior Center seminars:
***Please call ahead to attend the seminar and to schedule your appointment. NOTIFYING the senior center is a MUST***
- Bedford Senior Center at: 12 Mudge Way, Bedford, MA on
- 781-275-6825
- Belmont Council on Aging: 266 Beech St. Belmont, MA 02478
- 617-993-2970
- Medford Senior Center: 101 Riverside Ave, Medford, MA on
- 781-396-6010
- Chelmsford Senior Center: 75 Groton Road, North Chelmsford, MA
- 978-251-0533
- Brigham House: 341 Mt. Auburn Street, Watertown, MA
- 617-923-7779
- Lexington Community Center: 39 Marrett Rd, Lexington, MA on
- 781-698-4800
- Watertown Council on Aging: 31 Marshall Street, Watertown, MA
- 617-972-6490
If you have questions about the seminar feel free to call our office at 617-489-5919
