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  • 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 […]

  • 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. […]

  • Estate Planning for Loved Ones with Disabilities

    Arlington High School, Arlington MA

    Planning for a loved one with a disability comes with unique considerations and opportunities. This session introduces strategies to create a secure, meaningful future. Learn how to structure a Special Needs Trust to protect benefits, manage taxes, and allow family contributions. Explore selecting the right trustee, including the potential role of siblings, and how to […]

  • Preparing 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 health needs require? What can I afford? What resources are available to me to help accomplish these goals? Learn about various long-term care strategies and […]

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

    Arlington High School, Arlington MA

    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. Also, adding your children as co-owners to your vacation home during your lifetime can have significant negative tax consequences, as […]