Upcoming Legal Seminars

Understanding Basic Estate Planning Terms and Documents:

Have you delayed and procrastinated about your Estate Planning? I will help you understand some important concepts to help you make decisions and steps for you to take:

1. Why it is so important to have a spreadsheet of all your Assets, Beneficiaries and Contingent Beneficiaries for ALL of your ASSETS and to update the spreadsheet REGULARLY
2. How simple but beneficial having updated Health Care Proxies and Durable Power of Attorneys is.
3. How a Will interacts with a Trust and why it is important to have both
4. What factors play in deciding if you need a TRUST or TRUSTS and what kind of TRUST(s)
5. Is either the Federal Estate Tax or the Massachusetts Estate Tax a concern for you?
6. The process of working with me to accomplish your goals, interacting with other professionals that you should want to also aid you and how important it is to continue to update and maintain your estate and financial plan.

LOCATION AND TIME OF SEMINARS

October 2024 - TRUSTS

• Acton Council on Aging on Thursday October 3rd at 1pm
• Bedford Council on Aging on Monday October 7th at 10:30am
• Belmont Senior Center on Tuesday October 8th at 1:15pm
• Lexington Senior Center on Wednesday October 9th at 1pm
• Watertown Council on Aging on Thursday October 10 at 3:30pm
• On Basic Estate Planning
• Chelmsford Senior Center on Tuesday October 15 at 1pm
• Medford Senior Center on Tuesday October 22 at 1pm

November 2024 – ELDER HOUSING

• Belmont Senior Center on Tuesday November 12th at 1:15pm
• Acton Council on Aging on Wednesday November 13th at 1pm
• Boxborough Council on Aging on Thursday November 14th at 1:30pm
• Watertown Council on Aging on Tuesday November 19th at 1pm
• On Trusts
• Bedford Council on Aging on Thursday November 21st at 10:30am
• Chelmsford Senior Center on Thursday November 21st at 1pm
  

ONE ON ONE APPOINTMENTS are available for the Senior Center seminars:

***Please call ahead to attend the seminar and to schedule your appointment. NOTIFYING the senior center is a MUST***

• Bedford Senior Center at: 12 Mudge Way, Bedford, MA on
• 781-275-6825
• Belmont Council on Aging: 266 Beech St. Belmont, MA 02478
• 617-993-2970
• Medford Senior Center: 101 Riverside Ave, Medford, MA on
• 781-396-6010
• Chelmsford Senior Center: 75 Groton Road, North Chelmsford, MA
• 978-251-0533
• Brigham House: 341 Mt. Auburn Street, Watertown, MA
• 617-923-7779
• Lexington Community Center: 39 Marrett Rd, Lexington, MA on
• 781-698-4800
  
• Watertown Council on Aging: 31 Marshall Street, Watertown, MA
• 617-972-6490

If you have questions about the seminar feel free to call our office at 617-489-5919