Our seminar traditionally has featured three general topics: Probate, estate and inheritance tax, and long-term-care planning.
Because of recent events all three topics have changed in the past three years. Therefore anyone, regardless of age, can learn about opportunities to save taxes, minimize costs, and preserve assets. As part of this updated presentation, we will be introducing a slew of new, interesting, easy-to-follow slides and illustrations!
Subjects to be covered, with updates, include:
To register contact us at (978) 342–1914.
Tuesday, April 11
Doubletree Hotel 99 Erdman Way
(Off Rtes 2 and 12)
Leominster, MA 01453
Wednesday, April 12
Colonial Hotel 625 Betty Spring Road
(Off Rte. 140)
Gardner, MA 01440
Thursday, April 13
Knights of Columbus 165 Electric Ave
Fitchburg, MA 01420
Wednesday, October 12
Bull Run 215 Great Rd.
Shirley, MA 01464
Thursday, October 13
456 Litchfield St.
(Off Rte. 12)
Leominster, MA 01453
To register for an upcoming workshop, contact us at (978) 342–1914.
It has been a while since I have done a seminar series in Northern Worcester County. Truth be known, it has been very busy in the office. However, I felt it important to take some time to hit the road again, since there have been so many changes and developments in the areas of estate planning and asset preservation.
As usual, there is a lot of uncertainty in this area, and procrastination can lead to disastrous results. The good news, however, is that more is within your individual control than you think. Protecting what you do have, and managing and preparing for those inevitable issues we all face, can bring you a sense of peace you may otherwise be missing.
Take action to quell and calm the fears from the uncertainty, and you will know that you have protected the people you hold dear, as well as the assets you worked so hard to achieve. Don’t let procrastination prevent you from taking control of your future and protecting your loved ones and assets.
Our seminar is free of charge and will touch on a variety of topics, feature some brand new illustrations, and summarize the recent changes to probate and estate tax laws, including the most recent fiscal cliff issues. A substantial portion of the seminar is devoted to long-term-care/nursing home concerns, incapacity planning, and creditor protection. Further, we also will offer incentives for you to take the next step in your asset planning or estate planning journey with us.
For all these reasons, I look forward to seeing you. Call (978) 342-1914 to reserve your place, or visit www.dellamonaca.com to register online.
If you have a question, a comment, or simply want to have a conversation and explore how we can help, we'd love to hear from you.