FREE SEMINARS: The Essentials of Wills and Trusts

The new year is here, and there’s no better time to ensure your estate plan is in place. Our expert attorney, Michael Monteforte, Jr., will guide you through the essentials of Wills and Trusts, so you can move forward into 2025 knowing your loved ones and hard-earned assets are protected.

Location: 300 Tradecenter Dr, Suite 6750, Woburn, MA 01801

Why You Should Attend:

• Unexpected Tragedy Could Happen Anytime: Accidents, illness, and sudden events can change everything in an instant. Without a plan, your family could be left scrambling to make sense of it all.
• Make Your Wishes Clear: Avoid confusion or heartbreaking decisions during the most difficult times. Ensure your loved ones know exactly what you want.
• Protect Your Assets: Learn the difference between Wills and Trusts and how to shield your wealth from mismanagement or being drained by estate taxes.
• 4-Step Asset Protection Plan™: Estate planning doesn’t have to be stressful. Our exclusive 4-Step Asset Protection Plan™ makes the process simple, clear, and tailored to your needs.

What to Expect:

• Exclusive Offer: Every attendee will receive $500 off a personalized estate plan—a valuable opportunity to invest in your family’s future. Plus, bring a friend and receive an additional $150 off!
• Interactive Q&A: Ask your personal questions and receive tailored advice directly from Attorney Michael Monteforte as you prepare for the future.
• Complimentary Refreshments: Enjoy light refreshments in a relaxed, engaging environment while learning how to secure your legacy.

Space is limited, and our events sell out quickly—secure your spot now and step into 2025 with confidence!