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! 

  

 

FREE SEMINARS: 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. 

Location: 300 Tradecenter Dr, Suite 6750, Woburn, MA 01801  

Seminar Dates:

Second Seminar: December 10th, 2024 

Time: 9:30 AM – 11:00 AM EST 

*Breakfast will be served at 9:00 AM! 

Third Seminar: December 12th, 2024 

Time: 12:00 PM – 1:30 PM EST 

* Lunch will be served at 12:00 PM! 

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 Appetizers: Enjoy complimentary appetizers 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! 

Planning Ahead: Long-Term Care & Medicaid MassHealth Simplified 

As the holidays approach, don’t let unexpected events catch you off guard. Life can change in an instant—one health crisis, accident, or illness could wipe out your savings and leave your family struggling. What happens if a loved one can no longer live by themselves anymore? Planning ahead for long-term care and understanding Medicaid MassHealth is more important than ever.

 

Join our expert attorney, Michael Monteforte Jr., for an informative seminar that will simplify these complex topics and help you protect your assets before it’s too late. Our firm’s 100% success rate with MassHealth Medicaid long-term care is a testament to our expertise, dedication, and proven strategies to help families safeguard their homes, savings, and future.

 

Event Details:

 

Location: 300 Tradecenter Dr, Suite 6750, Woburn, MA 01801

Date: December 11th, 2024

Time: 12:00 PM – 1:30 PM EST

 

*Lunch will be served at 12:00 PM!

 

 

Why You Should Attend:

 

  • Learn How to Qualify for In-Home Care and Avoid a Nursing Home: A major health event could trigger the need for long-term care or placement in a senior living facility. Without proper planning, you risk losing your home and life savings to high medical and facility bills.
  • Don’t Risk Losing Your Home to Long-Term Care Liens: Medicaid renewal isn’t a mere formality—it’s reviewed with the same scrutiny as a new application. MassHealth will require all your banking and financial documents again, and one small mistake could cost you your coverage. Protect your home and your assets with the right strategy.
  • Avoid the High Cost of Long-Term Care: Healthcare costs in Massachusetts are skyrocketing. Medicaid MassHealth can provide financial relief—but only if you understand how it works and take the necessary steps. Don’t let expensive care bills drain your hard-earned assets.

 

What to Expect:

 

  • Exclusive Offer: Every attendee will receive $500 off a personalized long-term care plan. Bring a friend, and you’ll both get an additional $150 off! Invest in your family’s future before the year ends.
  • Interactive Q&A: Attorney Michael Monteforte will host a live Q&A session to address your personal concerns and provide tailored advice on Medicaid planning and long-term care.
  • Complimentary Refreshments: Enjoy lunch and beverages in a relaxed, engaging environment while learning how to take control of your long-term care planning.

 

Our events fill up fast, and seats are limited! Reserve your spot today and take the first step toward protecting your family and your future.  

 

Free Webinar: The Essentials of Wills and Trusts

The holidays are a time for family and reflection, making it the perfect season to protect your loved ones unexpected chaos that could devastate their future.  Join us for our special December webinar, "The Essentials of Wills and Trusts," and learn how to protect what matters most—all from the comfort of your home. Led by Michael Monteforte Jr., an estate planning expert with over 20 years of experience, this session will guide you through the essential steps to safeguard your legacy.

Event Details:


Date: December 17th, 2024
Time: 12:00 PM – 1:30 PM EST

What You'll Learn:

  • Healthcare Directives for Peace of Mind: Ensure your medical wishes are honored with Healthcare Proxies and Living Wills—because life’s surprises don’t take holidays.
  • Planning for the Unexpected: Learn how to create a comprehensive plan that provides your family with financial security, no matter what the future holds.
  • Avoiding Probate Pitfalls: Discover how to protect your estate from lengthy and expensive probate processes that could overwhelm your loved ones.The 4-Step Asset Protection Plan™: Our exclusive and stress-free system makes estate planning simple and customized for your needs.

Exclusive Holiday Perks:

  • Special Savings: All attendees will receive $500 off a personalized estate plan—plus an additional $150 off if you invite a friend to join!
  • A Fresh Start for the New Year: Take this opportunity to wrap up 2024 by securing your family’s future and peace of mind.
  • Interactive Q&A: Get answers to your most pressing questions directly from Attorney Michael Monteforte Jr. and receive personalized advice.

Don’t wait for another New Year’s resolution—take control of your legacy this December.

Register today and give your family the ultimate holiday gift: a secure future.  

Fill Out the Form Below to RSVP