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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. 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 […]

  • 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 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 […]

  • 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 […]

  • 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 […]