Estate Planning Master Class hosted in Saugus, MA

We are hosting this educational Estate Planning Event to give you and your family the tools to understand the financial changes that are ahead!

It’s time to make sure your Estate Planning is in good order.

Your local expert will be teaching:

• A Trust or a Will - Learn the difference and the benefits of a Living Trust
• Avoid Probate Court costs and fees - Substantial cost savings with the proper Estate Plan
• The Danger of Joint Tenancy - Tax consequences and liability issues
• Methods to guarantee you will never run out of money
• Provisions for children and grandchildren - protect your assets inherited by your heirs from divorce, lawsuits, and future estate taxation
• Provide for the Special Needs person in your estate plan
• Create a new estate plan or replace old, outdated documents

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Host or Publisher Timothy R. Callinan