Transform your future with proven Estate Planning strategies during our seminar "Wine, Wills, & Wealth"
Discover how to secure your legacy and protect your family’s future.
Major Challenges
Many families face confusion and uncertainty regarding estate planning, which can lead to unintended consequences.
Misunderstandings about wills, trusts, and probate can result in costly legal battles and asset loss.
Without proper planning, you may not have control over medical decisions and asset distribution.
Failing to plan can lead to significant tax burdens for your heirs.
Here are 3 reasons why you should attend
1. PROTECT YOUR LEGACY
Learn how to safeguard your assets and ensure your wishes are fulfilled through strategic estate planning.
2. AVOID LEGAL PITFALLS
Discover ways to minimize legal complications and costs associated with probate and estate distribution.
3. GAIN PEACE OF MIND
Get expert guidance on creating a comprehensive plan that provides security for your family and peace of mind for you.
The Clubhouse, Ridge at Blue Hills
800 West St, Braintree
MA 02184
Samantha Allen
Join Samantha "Sam" Allen, Founding Attorney of Law Mom and Kim Martell*, CPA, a Financial Planner at Commonwealth Financial Group, as they deliver a seminar that aims to provide knowledge and insight so you can make informed decisions about your finances and your financial well-being.
Kim Martell
LIMITED SPOTS ARE AVAILABLE
Thursday, September 19
7:00 PM
Session Topics
ESTATE PLANNING ESSENTIALS
ESTATE PLANNING IS FOR EVERYONE – not just the wealthy. We'll guide you through creating wills and trusts with no legal jargon, helping you choose the best options so you can have peace of mind about what you leave behind and how.
Retirement planning
Retirement planning can seem overwhelming, but it doesn’t have to be. While every person is different, there are several things that almost everyone needs to consider upfront. You will learn what strategies you can begin implementing today!
Wine Tasting
he highest purpose of fine wines is to elevate the dining experience and to enhance the appreciation of food in ways other beverages cannot. Explore the pairing insights of wine professional Stephen Nasiatka (StephenUncorked) who will walk you through six wines where we explore the nature of food and wine harmonies.
* Licensed but not practicing on behalf of MML Investors Services, LLC. Kim Martell is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. CRN202708-7074670. Member SIPC (www.SIPC.org)
Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389.
Law Mom and Boisset Collection are not affiliated with or subsidiaries of MML Investors Services, LLC
DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.