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April 14, 2024

We Will Never Forget

   Worcester 6     

December 3, 1999

FDNY 343 

 September 11, 2001

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REMINDER: BAY STATE FINANCIAL WEBINAR (FREE)
Updated On: Apr 11, 2024

This webinar is for all audiences and will cover the 5 basic estate plan documents that everyone needs to complete to have a comprehensive estate plan and what to look for in your existing estate plan documents that may cause a curve-ball to your ultimate directive and wishes. This session will cover:

  • What is an estate plan and what happens if you don’t have one?
  • What is a Will, Trust, Healthcare Proxy, Power of Attorney, and HIPAA Proxy?
  • How does Probate work and how can you avoid it?
  • What if you have a child or now adult with special needs?
  • What if you have children under or over the age of 18?
  • What if you are a blended family?
  • What curve-balls can you avoid by reviewing your plan?

Seminar details are below – we hope you can join us!


 
 
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