Learn how to protect your family with an estate plan before it's too late!
If Something Happened Tomorrow… Would You Be Leaving a Mess for Your Family?
You’ve been meaning to get your estate plan done, but life keeps getting in the way. Without a proper plan, Massachusetts could take a huge bite (OVER 160K) out of your life savings. Your family could be stuck in probate court, drowning in legal fees, or worse - fighting each other because nothing was clear.
That is why we are providing a complimentary workshop designed to fix that in just 60 minutes. You will learn about estate planning in plain English - a roadmap tailored for busy, moderate to high-net-worth families. No legal jargon, no pressure, just real steps to secure your family's future.
In this session, you’ll discover:
- Estate planning tactics that could save six figures and protect your savings from taxes, lawsuits, and nursing home costs.
- How to avoid probate court (and months of stress for your family)
- Next steps to get your personalized estate plan started
Bonuses Just for Attending (Over $1,000 in Value):
- $500 off your custom estate plan
- Strategic Planning Session fee waived ($450 value)
- Bring a friend and get an additional $150 off your plan
- The Procrastinator’s Guide to Estate Planning ($29 value)
1) The Procrastinator's Estate Planning Workshop Dates:
- July 22, 2025 | 9:30 – 11:00 AM
- August 5, 2025 | 9:30 – 11:00 AM
Address: 300 Tradecenter Dr, Suite 6750, Woburn, MA 01801
2) Retirement Planning for Different Life Stages
- August 7th, 2025 | 6:00 – 8:00 PM
Address: Seasons 52 Restaurant, 6 Wayside Rd, Burlington, MA 01803
Featuring Expert Speakers:
- Ryan McSheffrey, President/Financial Consultant, Mill City Financial Partners
- Tom McNamara, Regional Vice President, Eagle Life
Meet Your Instructor
Michael Monteforte Jr. is the founder of Monteforte Law, author of 3 estate planning books, and creator of the 4-Step Asset Protection Plan™. He’s the only attorney in Massachusetts offering the 20/20 Hindsight Trust™, and he’s known for turning complex legal issues into clear, actionable solutions that protect families, preserve wealth, and avoid costly court battles.
FAQs
1. Do I finish my plan at the workshop?
A// No, but you’ll leave with clarity and a custom action plan. Your actual documents are created later in your free Strategic Planning Session.
2. I already have a will, should I still come?
A// Yes. Most wills miss major protections. We’ll show you what to add (and what to fix).
3. Can I attend remotely?
A// Yes! You can attend a live webinar, or call us at 978-487-5219, and we can send you a link to a recorded version to watch on your own time.
⏰ READY TO STOP PROCRASTINATING? Seats disappear fast - secure yours and grab your free guide now!