Tastings & TRUSTS

Think estate planning is only for the rich? Think again. Without a well-defined plan, even modest estates can become the subject of costly and time-consuming disputes among family and friends, potentially draining their resources. While the process might seem daunting, it's a vital step in ensuring your assets are transferred according to your intentions, shielded from unnecessary tax burdens and third-party claims. Our informative workshop will clarify trusts and provide you with the crucial information to develop a coordinated estate and tax plan that protects your best interests and ensures your wishes are carried out.

A few of the topics we will be covering during this session include:

What is a trust? Who benefits from trusts? Who should be my trustee? Do I need more than one trust? What is a revocable living trust? What is a living trust? What is an irrevocable trust? Can i change a trust? What are the disadvantages of a family trust? What is a trustee? How are trust assets invested? What is a power of attorney? What is a testamentary trust?

Flatbreads, drinks, and desserts will be served.

We hope you will join us! Please note that tickets are limited, so you must RSVP to reserve your space. Hope to see you there!

Also check out other Workshops in Foxborough.