FREE Estate Planning Seminar - In-Person Event!

Planning Ahead Seminar: Learn how to protect your family, finances, and your legacy. Are you ready to begin your planning in order to protect your legacy and protect your family if you get sick or need long-term care in the future? Join estate planning specialists, Attorney Michael Monteforte and Attorney Amanda Wood, for a free estate planning seminar! Learn in plain English how to plan ahead to make life easier for your loved ones. Make sure your wishes are heard and followed through if anything were to happen to you. What will you learn? - How to protect your home and assets from nursing home liens. - How to keep Uncle Sam’s hands out of your pocket by minimizing death taxes. - How to pass on wealth and legacy to your children. - The three essential estate planning documents needed to pass your assets to loved ones. - How to ensure your family can avoid probate, which can be very lengthy and very expensive. - How Trusts work. - Using a Power of Attorney and Health Care Proxy to ensure your wishes are followed. - How to pass on a business to your children or other beneficiaries, and keep your assets from greedy family members. - How to keep life insurance proceeds out of your taxable estate. - How to pay and plan for long-term care. - How to qualify for MassHealth Long-Term Care benefits, even if you have substantial assets. - How parents of children with special needs can pass down their wealth to their child and plan for lifetime care, without losing important benefits. Each attendee will receive a special deal at the end of the seminar, as well as FREE estate planning books and reports written by Attorney Michael Monteforte. Light refreshments will be served.