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3 Results

  • Estate Planning Made Easy: Wills, Trusts & Protecting What Matters Most

    Estate planning doesn’t have to be overwhelming or intimidating—and this workshop is here to prove it! Join Attorney Erica Endyke of 20West Legal for a relaxed, informative session where she breaks down the essentials of estate planning in a way that’s clear, approachable, and easy to understand. Whether you’re just getting started or it’s time for an update, you’ll walk away with the knowledge you need to take the next step confidently. We’ll cover key topics including: Wills vs. Trusts – what’s the difference and which one do you need? How to avoid probate and keep your affairs private Naming guardians for minor children What happens if you don’t have a plan in place? The documents everyone should have—no matter your age or stage This workshop is perfect for individuals, couples, and families looking to get their affairs in order and protect their loved ones from court, conflict, and confusion. Questions are encouraged, and no legal background is needed!
  • Long-term Care Asset Planning Strategies

    The high cost of long-term care can wipe out a family’s life savings in a short period of time. Unfortunately, many families are faced with this situation, finding themselves at the mercy of an under-funded government Medicaid system with limited choices. Recent legislative changes have created many questions surrounding planning techniques: How can I protect my home? What is the penalty for giving assets away? Are my assets protected if I put them in a trust? When is long-term care insurance worthwhile to consider? What if my loved one is already in a nursing home, can they still protect their assets? All of these questions and more will be clearly answered in this very important class.
  • Real Estate Investing Workshop

    Real estate investing can be lucrative if you know what you are doing, but it can also set you up for failure if you don’t. The trouble is that many new investors don’t know where or how to invest. Participants will learn how to find a property that can be an additional income stream and how to avoid getting into trouble with tenants. Along with learning how to buy an income-generating rental property in this competitive market, we will discuss MA laws that every landlord needs to know to protect themselves. We review proven tips on being a thoughtful and respected landlord and financing and property maintenance costs.