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  • Estate Planning – Advanced Concepts

    This class is for those who have already taken Estate Planning Essentials or who have a solid knowledge of estate planning basics. We will dive deeper into end-of-life planning. We’ll […]

  • Prepare for Long Term Care

    Zoom

    As we get older, many of us wrestle with important questions: Do I want to age in place or move to a new living environment? What will my health needs […]

  • Estate Planning Essentials

    Arlington High School, Arlington MA

    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 […]

  • Probate and Estate Administration

    Building on the Essentials

    Arlington High School, Arlington MA

    Further explore incapacity planning with real-life examples. Learn strategies for transferring your possessions, social media accounts, and other assets. Explore tax planning and charitable giving. Understand the differences between revocable […]

  • Long-Term Care Planning

    Prepare for Long-Term Care

    This class builds on the foundational concepts of Estate Planning Essentials. As we get older, many of us wrestle with important questions: Do I want to age in my current […]

  • Estate Planning
    Featured

    Estate Planning Essentials

    Arlington High School, Arlington MA

    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. […]

  • Featured

    Prepare for Long-Term Care:

    Arlington High School, Arlington MA

    As we get older, many of us wrestle with important questions: Do I want to age in my current home or move to a new living environment? What will my […]