In this workshop, we will address common estate planning goals. We start with incapacity planning, appointing someone you trust to manage your finances and health care decision-making if you cannot. You will learn how to keep your assets out of probate court (with its costs and delays) at the time of your death. We will demystify trusts: explaining what they are, how they work, and how they protect assets, reduce taxes, and simplify estate administration. We then explain the current Massachusetts estate tax law and show you how to reduce “death taxes”, often by as much as $150,000 to $300,000. We'll also discuss and provide a helpful resource to help you select an appropriate guardian for minor children. www.pathwaylaw.com
Zoom link will be provided upon
General enquiries: fiveandundernetwork@gmail.com
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