Learn how to protect your family with an estate plan before it's too late. Start by attending one of our free estate planning and elder law seminars! 


  


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

Upcoming Seminar Dates:
 
- Tuesday, January 7th, 2024
Time: 12:00 PM – 1:30 PM EST
 
- Thursday, January 9th, 2024
Time: 12:00 PM – 1:30 PM EST

- Thursday, January 23rd, 2024
Time: 9:30 AM – 11:00 AM EST
 
Enjoy $500 off your estate plan, complimentary appetizers, Q&A + more!

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! 


FREE WEBINAR: The Essentials of Wills and Trusts

Can’t join us in person? No problem! Our webinar, "The Essentials of Wills and Trusts," makes it easy for you to learn from the comfort of your home. Led by Michael Monteforte Jr., an estate planning expert with more than 20 years of experience, this session will guide you through the key steps to protect your family’s financial future.
 
Event Details:
 
Date: January 22nd, 2025
Time: 12:00 PM – 1:30 PM EST
Platform: Zoom Meeting
 
In this seminar, we’ll break down:
 
- Healthcare Directives for Peace of Mind: Discover how Healthcare Proxies and Living Wills make sure your medical wishes are respected, especially in unexpected situations.
- Planning for the Unexpected: Prepare for life’s curveballs with a comprehensive plan that covers all bases for your family’s future.
- Avoiding Legal Nightmares: We’ll show you how to avoid probate that can drain your estate and put a heavy emotional burden on your loved ones.
- 4-Step Asset Protection Plan: We’ve made estate planning simple and stress-free with the 4-Step Asset Protection Plan™, exclusive to our firm. Our process is easy, clear, and tailored to your unique needs.
 
What to Expect:
 
- Exclusive Offer: Every attendee will receive $500 off a personalized estate plan—an opportunity to invest in your family’s future before the year ends. Plus, invite a friend to join our online meeting and receive an additional $150 off!
- Interactive Q&A: Get your personal questions answered by Attorney Michael Monteforte Jr., and receive tailored advice as you prepare for the future.
 
This seminar is more than just a place to start, it’s your opportunity to secure your family’s future and legacy before the new year begins.
 
Don’t miss out - register today and join us for this valuable online session!

   

Fill Out the Form Below to RSVP