Learn how to protect your family with an estate plan before it's too late. Start by attending one of our free estate planning and elder law seminars!
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Estate Planning Intimate Seminar
If something unexpected happens to you, will your loved ones know what to do? This intimate seminar, led by our expert attorney Michael Monteforte Jr., is designed for individuals seeking personalized advice and insights into estate planning. With the end of the year approaching, now is the perfect time to ensure your family’s future is secure.
Date: Tuesday, October 8th, 2024
Time: 12:00 PM - 1:00 PM
*We’ll reserve time at the end for a Q&A session.
Location: 300 Tradecenter Dr Suite 6750, Woburn, MA 01801
Why You Should Attend:
- Don’t Leave It to Chance: None of us know what the future holds. Without an estate plan, your loved ones could face chaos and confusion. Make sure they’re protected and know exactly what to do if the unthinkable happens.
- Secure Your Legacy: Your estate plan ensures that what you’ve worked so hard to build will go to the people who matter most. Without one, your assets could be mismanaged, or worse—lost entirely.
- Avoid Heartbreaking Decisions: Planning ahead takes the burden off your family during a difficult time, so they won’t be left guessing your wishes.
- 4-Step Asset Protection Plan: We’ve made estate planning simple and stress-free with the 4-Step Asset Protection Plan™, exclusive to our firm. Our process is easy, clear, and tailored to your unique needs.
What to Expect:
- Exclusive Offer: Every attendee will receive $500 off a personalized estate plan—an opportunity to invest in your family’s future before the year ends. Plus, bring a friend and receive an additional $150 off!
- Interactive Q&A: Get your personal questions answered by attorney Michael Monteforte Jr., and receive tailored advice as you prepare for the future.
- Complimentary Appetizers: Enjoy light refreshments while you gain essential insights in a relaxed, engaging environment.
Limited Seats Available - Reserve Your Spot Today!
The Essentials of Wills and Trusts
With the new year just around the corner, now is the time to make sure your estate plan is in place. Our expert attorney Michael Monteforte, Jr. will guide you through the essentials of Wills and Trusts, so you can enter 2025 knowing your assets and loved ones are protected.
Event Details:
Date: October 15th, 2024
Time: 9:30 AM – 12:00 PM EST
* Complimentary breakfast starts at 9:00 AM!
Location: Andover Inn, 4 Chapel Ave, Andover, MA 01810
Why You Should Attend:
- Unexpected Tragedy Could Happen at Any Time: We don’t like to think about it, but accidents, illness, and unexpected events can change everything in a heartbeat. Without a plan in place, your family could be left in a devastating situation, scrambling to figure out what to do.
- Make Your Wishes Clear: Ensure your loved ones know exactly what you want, so they won’t be left guessing or making heartbreaking decisions during one of the worst times of their lives.
- Protect Your Assets: Learn the difference between Wills and Trusts and how they can shield your hard-earned assets from mismanagement or being drained by estate taxes.
- 4-Step Asset Protection Plan: We’ve made estate planning simple and stress-free with the 4-Step Asset Protection Plan™, exclusive to our firm. Our process is easy, clear, and tailored to your unique needs.
What to Expect:
- Exclusive Offer: Every attendee will receive $500 off a personalized estate plan—an opportunity to invest in your family’s future before the year ends. Plus, bring a friend and receive an additional $150 off!
- Interactive Q&A: Get your personal questions answered by Attorney Michael Monteforte, and receive tailored advice as you prepare for the future.
- Complimentary Breakfast: Enjoy a complimentary breakfast while you gain essential insights in a relaxed, engaging environment.
Our events sell out fast as space is limited, so register now to secure your spot before it’s too late!
Estate Planning: Where to Start
What would happen to your family if something happened to you tomorrow? Too many people leave this question unanswered, and their loved ones are left with overwhelming decisions and financial messes. Don’t let that be your story. Led by Michael Monteforte Jr., an estate planning expert with more than 18 years of experience, this session will help you take control of your family’s financial future.
Event Details:
Date: October 17th, 2024
Time: 6:30 PM – 8:00 PM EST
*Complimentary appetizers will be served at 6 PM!
Location: Aloft Lexington, 727 Marrett Rd A, Lexington, MA 02421
In this seminar, we’ll break down:
- Healthcare Directives for Peace of Mind: Discover how Healthcare Proxies and Living Wills make sure your medical wishes are respected, especially in unexpected situations.
- Planning for the Unexpected: Prepare for life’s curveballs with a comprehensive plan that covers all bases for your family’s future.
- Avoiding Legal Nightmares: We’ll show you how to avoid probate that can drain your estate and put a heavy emotional burden on your loved ones.
- 4-Step Asset Protection Plan: We’ve made estate planning simple and stress-free with the 4-Step Asset Protection Plan™, exclusive to our firm. Our process is easy, clear, and tailored to your unique needs.
What to Expect:
- Exclusive Offer: Every attendee will receive $500 off a personalized estate plan—an opportunity to invest in your family’s future before the year ends. Plus, bring a friend and receive an additional $150 off!
- Interactive Q&A: Get your personal questions answered by Attorney Michael Monteforte Jr., and receive tailored advice as you prepare for the future.
- Complimentary Appetizers: Enjoy light refreshments while you gain essential insights in a relaxed, engaging environment.
This seminar is more than just a place to start—it’s your opportunity to secure your family’s future and legacy before the new year begins.
Register today to save your spot before it sells out!