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:

  1. 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
  2. How simple but beneficial having updated Health Care Proxies and Durable Power of Attorneys is.
  3. How a Will interacts with a Trust and why it is important to have both
  4. What factors play in deciding if you need a TRUST or TRUSTS and what kind of TRUST(s)
  5. Is either the Federal Estate Tax or the Massachusetts Estate Tax a concern for you?
  6. 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


August One-on-Ones

  • Medford Tuesday August 26th at 10:00am
  • Chelmsford Thursday August 21st at 10:00am


September - Seminar on BASICS of Estate Planning

  • Acton Wednesday September 10th at 2:00pm
  • Medford Tuesday September 16th at 1:00pm
  • Carlisle Wednesday September 17th at 1:00pm
  • Lexington Wednesday September 24th at 10:00am
  • Chelmsford Thursday September 25th at 12:00pm One-on-Ones
  • Chelmsford Thursday September 25th at 1:00pm
  • Waltham Tuesday September 30th at 1:00pm


October - Seminar on Trusts

  • Acton Thursday October 9th at 1:00pm
  • Medford Tuesday October 14th at 1:00pm
  • Carlisle Wednesday October 15th at 1:00pm
  • Lexington Wednesday October 22nd at 10:00am
  • Chelmsford Thursday October 23rd at 12:00pm One-on-Ones
  • Chelmsford Thursday October 23rd at 1:00pm
  • Waltham Monday October 27th at 1:00pm
  • Bedford Wednesday October 29th at 10:00am



November

  • Lexington Tuesday November 18th at 10:00am One-on-Ones
  • Carlisle Wednesday November 19th at 9:30am One-on-Ones
  • Acton Thursday November 20th at 1:00 SEMINAR misc.



December

  • Acton Senior Center Thursday December 4th at 10:00am One-on-Ones



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