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Needham Heights, MA

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Estate Planning 101: Rules for Effective Estate Planning

Thursday, Jul 17 8:00a
Boston Legacy Planning, Llc Needham Heights, MA

Estate Planning 101: Rules for Effective Estate Planning
This class is an exploration of the basic things that must be done to create an effective estate plan. It answers the questions: What is probate? What is a will? What is a trust? How much do they cost? How do I decide which approach is right for me?
The class reviews the seven reasons why most plans don't work as intended, and offers a strategy to address those problems. Particular focus is placed on the importance of proper titling, the need
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Boston Legacy Planning, Llc
160 Gould St.
Needham Heights, MA 02494
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