We have many seminars over the next few months so scroll through this page to see them all! 

Dejar un legado

Dejar Un Legado - Testamentos y Fideicomisos

Acompáñenos en un seminario exclusivo sobre la Preservación de la Riqueza para usted y su familia, presentado por la abogada Bridgette Flores. Esta sesión informativa profundizará en las herramientas y estrategias esenciales necesarias para proteger sus bienes ganados con esfuerzo y garantizar un futuro seguro para sus seres queridos. 

Durante el seminario, la abogada Flores ofrecerá información valiosa sobre elementos cruciales de la planificación de la herencia, como testamentos, poderes para la atención médica, poderes de abogado y fideicomisos. Descubra la importancia de un testamento bien hecho, un poder de atención médica y un poder de abogado. También obtendrá información sobre varios tipos de fideicomisos, como los fideicomisos revocables en vida y los fideicomisos irrevocables, y comprenderá sus ventajas únicas para preservar su riqueza, reducir los impuestos y garantizar la privacidad. 

No se pierda esta oportunidad de informarse sobre los aspectos cruciales de la conservación del capital y la planificación de la herencia. Reserve su asiento hoy para este seminario informativo y dé un paso proactivo para asegurar el bienestar financiero de su familia.

estate planning seminar

Want to start protecting everything you've worked for but don't know how to?  We've got you covered! 

Join estate planning and elder law specialist,  Attorney Michael Monteforte,  for a FREE seminar!  Learn how to save thousands of dollars by planning ahead for your future! 

Join us on Tuesday, June 27th at 6:00 PM EST at 500 West Cummings Park, Suite 2350, Woburn, MA 01801.  Each attendee will receive a special deal at the end of the seminar and  FREE  estate planning books and reports written by Attorney Michael  Monteforte.

What  will you learn? 

You will learn what core three documents create your estate plan, and why you need all three! You will also  learn how to keep your money in your own pockets, or your family’s, so Uncle Sam doesn’t get it all., and if you have the right type of Trust and if it really is protecting you and your assets. A Trust can be very powerful, but only if you have the right one!   

You will also learn... 

  • How to protect your home and assets from death taxes. 

  • How to keep Uncle Sam’s hands out of your pocket. 

  • How to protect your home

  • How to avoid probate

  • How to ensure your wishes are followed, both medically and financially. 

You should attend this seminar if... 

  • You have no existing estate plan, or if your plan is older than 5 years. 

  • You or your parents need an estate plan and you do not know where to start. 

  • You have assets that equal over $1 million, including your home, life insurance, and retirement. 

  • Your house is your biggest asset. 

  • You have cryptocurrency you want to protect. 

If you fall into any of these categories, be sure to sign up now for this FREE seminar by filling out the form below! 

wine and wills event

Wine and Wills - A FREE Seminar

Mark your calendar for July 19th, 2023 from 6 to 8 PM, at Willow Spring Vineyards located at 840 West Lowell Ave, Haverhill, MA 01832, as we uncork the complexities of estate planning at our unique FREE event "Wine and Wills".

Savor a complimentary glass of wine while you unravel the intricacies of safeguarding your future, all in the serene backdrop of vineyards. Plan for tomorrow, sip for today at Wine and Wills.

**Sign up is required as we only have a limited amount of seats!  

Register for this seminar today by filling out the form below!

Fill Out the Form Below to RSVP