Estate Planning: Where to Start

Estate planning might feel like a lot, but it doesn’t have to be. Whether you’re just getting started or need a refresher, this free seminar will guide you through the essential steps of protecting your assets and ensuring your family’s future is secure. Our estate planning experts will break down the process, making it simple and easy to understand, so you can feel confident about taking action.

Event Details:

Date: October 17th, 2024
Time: 6:00pm – 8:00pm EST
Location: Aloft Lexington, 727 Marrett Rd A, Lexington, MA 02421

In this seminar, we’ll break down:

• The Basics of Estate Planning: Learn why having a solid plan in place is one of the best things you can do for your family’s future.
• Protecting What’s Yours: Find out how to make sure your assets go where you want them to.
• Healthcare Directives: See how healthcare proxies and living wills make sure your medical choices are respected.
• Planning for the Unexpected: Get tips on how to prepare for life’s curveballs and keep your family covered.

Why You Should Attend

• Peace of Mind: Gain the knowledge you need to feel confident about your estate planning decisions, knowing that you’ve done everything possible to secure your family’s future.
• Exclusive Offer: As a thank you for attending, each participant will receive $500 off on a personalized estate plan. Take this opportunity to make a significant investment in your family’s future at a reduced cost. Plus, bring a friend and receive an additional $150 off!
• Interactive Q&A: Participate in a heartfelt Q&A session where our experts will answer your questions and offer guidance tailored to your needs.
• Complimentary Appetizers: Relax and enjoy a beautiful evening, with delicious food and drinks in a setting that’s as special as the plans you’re making.

This seminar is more than just a place to start—it’s the beginning of securing your family’s future and legacy. Space is limited, so register today to reserve your spot.

We look forward to helping you take control of your estate planning journey!