You have a legacy to pass on. But you are worried your assets and/or your business will be consumed by estate taxes or end up in the wrong hands. How can you ensure this doesn't happen?
Join experienced elder law and estate planning lawyer Michael Monteforte, Jr., CEO of Monteforte Law, as he covers everything you need to get started with estate planning. Learn which estate planning problems wills and trusts can address, how to navigate the estate planning process and associated costs, and how estate planning and long-term care intersect. You’ll leave knowing:
- The four documents every estate plan needs
- The difference between a will and a trust (and why you need both)
- How to protect your home and hard-earned savings from long-term care costs
- How to avoid probate court and fights between family members
It’s time to stop procrastinating and take action on your estate plan. Let Monteforte Law show you how.
Speaker Information
Michael Monteforte Jr. is the founder of Monteforte Law, author of 3 estate planning books, and creator of the 4-Step Asset Protection Plan™. He’s the only attorney in Massachusetts offering the 20/20 Hindsight Trust™, and he’s known for turning complex legal issues into clear, actionable solutions that protect families, preserve wealth, and avoid costly court battles.
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