Estate Planning Workshops for Wellesley, Boston, Metrowest and Communities throughout Massachusetts

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Our Workshops are held on weekdays at 10 am and 2 pm, unless otherwise specified.    

 Our next Workshops are:       

Thursday February 27, 2020

In Wellesley 10am and 2pm

Thursday March 12, 2020

Needham Council on Aging 6:30pm

Thursday March 12, 2020

In Wellesley 10am and 2pm

Saturday March 14, 2020

Natick Hotel Conference Center 9:30am

Breakfast Will Be Served

Life and Legacy Client Seminar

Thursday March 19, 2020

In Wellesley 10am and 2pm

  Seating is limited so call now!

Estate Plan Workshop


The education workshop is a 2-hour educational presentation that will teach about estate planning, avoiding probate, asset protection and the new health care law and how it affects seniors. You will learn how you can eliminate or minimize these taxes and avoid probate, as well as how to protect your home, spouse and life savings from increasing medical and nursing home costs, lawsuits and other predators. 

During the workshop, you will also discover the top mistakes of Medicaid planning and how to prevent them.

Location of Workshops:
Estate Planning Conference Center                  
Wellesley, MA 02482                                                                             


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