Monday, October 5, 10:30am-12:00pm

A brief course on the basic elements of an estate plan in Massachusetts, including:

  • What happens to your assets if you pass without a will
  • How can you avoid or minimize the need to go to probate court
  • When you need to worry about Massachusetts estate taxes
  • How to keep assets intact and in the family (land or a family business)
  • How to protect assets from assisted living/nursing home care costs
  • Addressing unique circumstances like a blended family, a family member with special needs, and more
Please register through the link, and you will be emailed the Zoom meeting link.  You do not need Zoom to participate.