Estate Planning Essentials

Essentials: Estate planning is for everyone, not just the wealthy
or elderly. Learn how to plan for incapacity with tools like
health care proxies, advance directives, and powers of attorney.
Discover strategies to avoid probate court and its costs, and
understand how trusts can protect assets, reduce taxes, and
simplify estate administration. We’ll cover how to reduce capital
gains taxes for your heirs, and examine Massachusetts estate
tax laws, learning how to minimize this “death tax”—often by as
much as $150,000 to $300,000.
Tuesday, Jan. 13 | 7:00–9:00 pm | AHS | $39 or $65/pair (Plante)