Fall 2023 Seminar Schedule
To Check Schedule, CLICK HERE!
We ask anyone interested in attending to sign up by calling our reservation hotline (844-394-9204) and leave a message that includes name, phone, number of attendees and which date and location.
How To Fund Your Revocable Trust
The Webinar is Ready Now, CLICK HERE!
Avoid one of the biggest mistakes people make with their estate plan – not properly transferring ownership of assets to their revocable trust. In this seminar, we will review how to transfer assets into your trust, which assets should be placed in a trust, which assets should never be put into a trust, and how to properly use pay-on-death designations.
You may want to have your investment account statements, bank statements, copies of beneficiary designations for retirement accounts, life insurance, and annuities in front of you when you watch this webinar. This will be a hands-on review of the steps everyone should take to ensure that their trust is fully funded so it will do everything it can.
A Walk Through Your IRA Inheritance TrustTM
The Webinar is Ready Now, CLICK HERE!
Did you know that your IRA, 401(k), or other qualified retirement account should not name your children or other family members as beneficiaries? Or that you should not name your revocable trust as beneficiary. In this webinar, we review the IRA Inheritance TrustTM and some of the recent changes in the law that impact inherited retirement plans. We will walk through the provisions that should be included and some of the recent changes to the trust. We will also review pending legislation in Massachusetts. If you don’t have an IRA Inheritance TrustTM, join us to learn about this important estate planning and asset protection tool.
A Walk Through Your Trust – July 2023
The Webinar is Ready Now, CLICK HERE!
If you have ever reviewed your trust and wondered, “What does this legalese mean?” or “Why is my trust so long?” or “Why is this clause included in my trust?” then this is a great chance to get a better understanding of how your trust is designed.
During these seminars, we will go article by article through the trust document, describing the various Articles, Paragraphs, and Clauses. We will review how your trust should be built and several of the important options you may have included in your trust. We will also review recent changes in the law and how they impact your trust.
Who should attend this seminar?
• Donors, Current Trustees, Successor Trustees, and
• Children of clients, including Present & Future Beneficiaries of your Trust.
Spring 2023 Seminar Schedule
To Check Schedule, CLICK HERE!
We ask anyone interested in attending to sign up by calling our reservation hotline (508-862-1600) and leave a message that includes name, phone, number of attendees and which date and location.
Planning will Never Be The Same
The Basics of Modern Estate Planning -The On-Line Seminar is Available Now, CLICK HERE!
Join us for an informative educational on-line seminar that will review the basics of the modern estate plan. Learn the objectives that every estate plan should address, the fundamental tools that should be included, as well as how to:
- “divorce proof” the inheritance you leave;
- make estate taxes optional;
- the “right” and the “wrong” way to leave a retirement account (most people use the wrong way);
- why leaving things “to” your family can unnecessarily cost them thousands of dollars; and
- so much more!
This seminar has been described by past attendees as “Very enlightening” and “The best I have attended”. So join us by clicking on the link above to learn how whatever estate plan you have can be improved.
Winter 2022 Seminar Schedule
To Check Schedule, CLICK HERE!
We ask anyone interested in attending to sign up by calling our reservation hotline (508-862-1600) and leave a message that includes name, phone, number of attendees and which date and location.
How To Fund Your Revocable Trust
The Webinar is Ready Now, CLICK HERE!
One of the biggest mistakes people make with their estate plan is failing to fund their revocable trust. People mistakenly believe that listing an asset on a schedule within the trust somehow “funds” their trust. But this does not work. The only way to properly fund your trust is for the asset’s title to show it is owned by your trust. In this seminar we will review how to transfer assets into your trust, which assets should placed in trust, which assets should never be put into a trust, and how to properly use pay on death designations.
A Walk Through Your IRA Inheritance TrustTM
The Webinar is Ready Now, CLICK HERE!
Join us as we walk through the IRA Inheritance TrustTM
A Walk Through Your Trust – August 2022
The Webinar is Ready Now, CLICK HERE!
Join us as we walk through the trust process and the documents required to setup a trust.
Fall 2022 Seminar Schedule
To Check Schedule, CLICK HERE!
We ask anyone interested in attending to sign up by calling our reservation hotline (508-862-1600) and leave a message that includes name, phone, number of attendees and which date and location.
Tax Changes Are Coming & What To Do NOW!
Webinar Available Now, CLICK HERE!
Four important Tax Law proposals plus President Biden’s Budget proposal are before Congress and they seek to impose the most significant estate related tax increases in decades, some of which if passed will be retroactive! During this webinar we will review the proposals and the steps many middle and high income families should take now to preserve their wealth.
The SECURE Act: What You Need to Know & Do NOW !!
The Webinar is Ready Now, CLICK HERE!
This client only seminar will explain the serious ramifications of The SECURE Act that went into effect on January 1, 2020.
Shedding Light On Estate Planning’s Biggest Mistakes
Webinar Available Now!
In this webinar you will learn how to protect everything you have and everyone you love, without being dependent on the courts. With proper planning, you can avoid the mistakes that cause lawsuits, bankruptcy and divorce to take everything you leave from everyone you love.This webinar is approximately 30 minutes.
Year-End Planning in 2020 – No Matter Who Wins the Election
The Webinar is Ready Now, CLICK HERE!
It is the end of the year already! Time to work through your year-end planning to plan for your future. Join us today!
Have Changes in the Law Sabotaged Your Estate Plan?
The Webinar is Ready Now, CLICK HERE!
Join us for an informative seminar that will describe recent changes in the law and how these changes can impact your estate plan. You will also learn a number of techniques that can be used to make your estate plan more effective and more efficient.
A Walk Thru Your Trust
The Webinar is Ready Now, CLICK HERE!
Join us as we walk through the trust process and the documents required to setup a trust.
Senior Real Estate Seminar
Coming soon
Have you considered down sizing? Or moving closer to your family? If so, please join us for an educational workshop on Real Estate for Seniors and Baby Boomers.
