Estate Planning & Elder Law Seminars

The #1 Mistake Families Make With Estate Planning and How To Avoid It 

Ready to protect your family and everything you’ve worked for? Join us on Wednesday, January 7th at 12:00 pm with Michael Monteforte Jr., Esq. on our free virtual webinar ‘Wills vs Trusts: Which One Is Right for Me?’. You’ll learn about:

• The real difference between a will and a trust, and how they work together 
• The four legal documents that form a complete estate plan, and what each one actually does
• How to protect your home and hard-earned savings from long-term care costs
• The most common estate planning mistakes families don’t realize they’re making
• How to plan for incapacity so someone you trust can step in if needed 

If you say “yes” to at least 3 of these, this seminar is for you: 

• Do you want to make things easier for your spouse, children, or family when you’re gone?
• Do you own a home, investments, or other assets you want to protect and pass along?
• Do you want to decide who gets what – instead of the state making that decision?
• Do you want your family to avoid the Massachusetts probate court?
• Would you like to reduce the taxes and court fees your family will have to pay after you pass? 

Speaker Information 

Michael Monteforte Jr. is the founder of Monteforte Law and a trusted authority in estate planning and asset protection.

Highlights include:

• Author of three estate planning books
• Creator of the 4-Step Asset Protection Plan™
• The only attorney in Massachusetts offering the 20/20 Hindsight Trust™
• Known for turning complex legal issues into clear, practical solutions

Michael’s work is focused on helping clients protect their families, preserve their wealth, and avoid unnecessary legal battles through thoughtful, proactive planning.