FREE Value-Packed Family Estate Planning and Asset Protection Online Workshop (attend and SAVE $250 on a trust-based plan)*

For information about future webinars, please contact

While it’s easy to procrastinate when it comes to estate planning—DON’T. It’s important to have a plan in place to protect your assets and heirs, ensure your children will be taken care of, and communicate your health care wishes. A plan only works if it’s in place BEFORE you need it.

At our online workshop you’ll learn how to:

  • Minimize estate taxes, so you can leave more to your children
  • Avoid probate to save your family time and money
  • Protect your life savings against future lawsuits, creditors, and disability
  • Ensure your children will always be taken care of by the people you want, in the way you want, no matter what happens.
  • Provide for loved ones who might be irresponsible with money or who may need protection from creditors or divorce in the future
  • Ensure your assets are managed as you desire if you become incapacitated

*After the workshop, if you set up a free consultation in July 2020 and mention the workshop, you’ll save $250 on a trust-based plan with us.

There are currently no seminars scheduled. For information about future seminars, please contact

How to Protect Your Home, Assets, and Life Savings from the Costs of Probate and Long-Term Care is our primary seminar. In this informative seminar, you’ll learn:

  • How an estate plan can transfer assets to your family quickly—and avoid the cost or delay of probate & estate taxes
  • How to plan for long-term care—to help ensure your care won’t cause financial hardship
  • If you become incapacitated, how to ensure your assets are managed as you desire
  • How to qualify for Medicaid (MassHealth) earlier—to help preserve your assets for your heirs
  • In case of illness, how to plan so you have options for quality and place of care—even if you want to stay in your own home
  • What steps you can take now—so you can relax knowing your estate plan is in order

We also offer seminars to the public, local companies, associations, and non-profit groups on the following topics:

  • “How to Qualify for MassHealth (Medicaid) Earlier and Protect Your Assets”
  • “Estate Planning and Protecting Your Children”

If you’re interested in having us present a free seminar for your organization, please contact us.