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

February 2025-Top Estate Planning and Elder Law Questions that People have

• Lexington Senior Center on Tues February 11 @ 10 am 1 on 1

• Watertown Senior Center on Wed, February 12 at 2:30 SEMINAR

• Medford Senior Center on Tues February 18 @ 1 pm SEMINAR

• Belmont Senior Center on Thurs February 20 @ 10 am SEMINAR

• Chelmsford Senior Center on Tues February 25 @ 10 AM SEMINAR then 2 1 on 1@12 

March 2025- Basic Estate Planning Documents and How to Get Started at Home

• Watertown Senior Center on Thurs March 6 @ 12:00 SEMINAR

• Medford Senior Center on Tues March 18 @ 1 PM SEMINAR

• Lexington Senior Center on Wed March 19@ 1 PM SEMINAR

• Bedford Senior Center on Thurs March 20 @ 10:30 SEMINAR

• Acton Senior Center on Tues March 25 @ 1 PM SEMINAR

• Chelmsford Senior Center on Thurs March 27 @ 1 PM SEMINAR

April 2025-Seminar Topic: Everything you want to know about TRUSTS

• Acton Senior Center on Thurs April 10 @ 1 PM SEMINAR

• Lexington Senior Center on Tues April 15 @ 1 PM SEMINAR

• Chelmsford Senior Center on Thurs April 17th @ 1 pm SEMINAR 

• Medford Senior Center on Tues April 22 @ 1 PM SEMINAR

• Bedford Senior Center on Thurs April 24, 9:30 SEMINAR

• Watertown Senior Center on Thurs April 24, 1 PM SEMINAR

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