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May 2021
Tue 11
May 11 @ 7:00 pm - 8:30 pm

Preserving and Passing On the Family Cottage (without destroying the family!)

Vacation homes often represent some of a family's most cherished memories and legacies for children and grandchildren. However, planning for their transfer to the next generation can be messy and lead to significant family conflict.

Mon 17
May 17 @ 7:00 pm - 8:15 pm

Estate Planning: Prepare for Long Term Care (Part 1)

This class will focus on leveraging your assets to provide your best possible care, while also protecting assets for children or other heirs.

Mon 24
Legacy Planning
May 24 @ 7:00 pm - 8:15 pm

Estate Planning: Prepare for Long Term Care (Part 2)

This class will focus on leveraging your assets to provide your best possible care, while also protecting assets for children or other heirs.

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Belmont, MA 02478
Tel: (617) 484-6610

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