Who knows you better than yourself? Join Bryan Marquard of the Boston Globe as he highlights what you should be thinking about to write your own obituary.
Titling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to […]
Did you know policy owners can exchange existing life insurance for cash today? Life insurance can be appraised and sold like other property assets. Learn how retirement-age policy owners can […]
Join Tim Caldwell as he discusses The Truth About Estate Planning. This workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate […]
Our workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some […]