Thankful for Today, Prepared for Tomorrow: Estate Planning Basics
Nov
13
6:00 PM18:00

Thankful for Today, Prepared for Tomorrow: Estate Planning Basics

Join us on November 13th or 14th — select the evening that works best for you and your loved ones! This workshop is designed to bring peace of mind through planning, with insights into protecting your family’s future with a well-prepared estate plan.

We'll start with wine and light bites to set the venue for a comfortable, engaging discussion on the essentials of estate planning. Topics include the basics of wills, trusts, asset protection, and family legacy planning — all designed to help you safeguard what matters most.

Secure your spot now and gain valuable knowledge to empower you and your family’s future. 🍇 🧀

RSVP Today! — Don’t miss out on this opportunity to learn in a welcoming environment!

https://go.20westlegal.com/ww-nov-2024-w

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Wine and Wills: Complimentary Wine Tasting and Asset Protection Workshop
Oct
22
5:30 PM17:30

Wine and Wills: Complimentary Wine Tasting and Asset Protection Workshop

Join us for an evening of wine, light bites, and essential insights on protecting your family's future!

Starting at 5:30 PM, enjoy a complimentary wine tasting, followed by a powerful workshop where you’ll learn:

✨ What an Estate Plan really is and why every family (not just the wealthy) needs one to safeguard their assets.

✨ How to reduce or even eliminate estate taxes to preserve your wealth for the people who matter most.

✨ How to ensure your children are always cared for by someone you trust, no matter what.

✨ Why having a Will alone isn’t enough and how it could fail your family when they need it most.

Come for the wine, leave with peace of mind! 🍷

Register here: https://go.20westlegal.com/ww-oct-2024

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Wills, Trusts, and Estate Planning: Protecting What Matters Most - In Person (Copy)
Oct
10
5:30 PM17:30

Wills, Trusts, and Estate Planning: Protecting What Matters Most - In Person (Copy)

  • Keefe Regional Technical High School (Main Floor, 204 ) (map)
  • Google Calendar ICS

Join us for an engaging course where you'll learn the essentials of Estate Planning and the tools needed to keep your family out of court and free from conflict.

We'll answer key questions like:

  • What is probate?

  • What are estate taxes?

  • What is a Trust?

  • What documents do you need to fully protect minor children?

You'll also get a comprehensive review of important "living documents" such as Health Care Proxies, Living Wills, HIPAA Authorizations, and Durable Powers of Attorney. This course is an invaluable opportunity for individuals and families to gain the knowledge necessary to safeguard their loved ones and assets, ensuring everything is protected in case of incapacity or passing.

Don’t miss this chance to take control of your family's future!

Register here: https://registration.xendirect.com/keefeatnight/coursedisplay.cfm?schID=3360&check=1

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Wills, Trusts, and Estate Planning: Protecting What Matters Most - In Person
Oct
2
5:30 PM17:30

Wills, Trusts, and Estate Planning: Protecting What Matters Most - In Person

  • Keefe Regional Technical High School (Main Floor, 204 ) (map)
  • Google Calendar ICS

Join us for an engaging course where you'll learn the essentials of Estate Planning and the tools needed to keep your family out of court and free from conflict.

We'll answer key questions like:

  • What is probate?

  • What are estate taxes?

  • What is a Trust?

  • What documents do you need to fully protect minor children?

You'll also get a comprehensive review of important "living documents" such as Health Care Proxies, Living Wills, HIPAA Authorizations, and Durable Powers of Attorney. This course is an invaluable opportunity for individuals and families to gain the knowledge necessary to safeguard their loved ones and assets, ensuring everything is protected in case of incapacity or passing.

Don’t miss this chance to take control of your family's future!

Register here: https://registration.xendirect.com/keefeatnight/coursedisplay.cfm?schID=3360&check=1

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Wine and Wills
Sep
17
5:30 PM17:30

Wine and Wills

FREE Value Packed Estate Planning and Asset Protection Workshop

In this free workshop, we’ll explore…

  • ​What an Estate Plan is, and why it's important for all families (not just the super wealthy)

  • ​Things your Estate Plan MUST include to keep your family out of court and conflict

  • How to create a plan that’s customized to your unique wishes (and why “cookie-cutter” plans fail)

  • ​Why, if you don’t have a plan, the government will make one for you (spoiler: they won’t act in your family’s best interest)

Register here: https://go.20westlegal.com/sept-wine-and-wills

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Wine & Wills: ​FREE Value Packed Estate Planning and Asset Protection Workshop
Jul
17
6:00 PM18:00

Wine & Wills: ​FREE Value Packed Estate Planning and Asset Protection Workshop

Join us for Wine & Wills, a FREE value-packed Estate Planning and Asset Protection Workshop!

🗓 Date: July 17, 2024 6:00 PM

📍 Location: Total Wine & More, Cloverleaf Marketplace Shopping Center, 321 Speen St, Natick, MA

Enjoy a delightful evening of wine tasting while learning how to secure your family's future. Don't miss out on this unique and informative event!

Register here:

https://go.20westlegal.com/wine-and-wills-07-17

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FREE Value Packed Estate Planning and Asset Protection Workshop
May
16
6:00 PM18:00

FREE Value Packed Estate Planning and Asset Protection Workshop

Protect What Matters Most! Join Attorney Erica Endyke for a FREE Estate Planning and Asset Protection Workshop. Dive into critical strategies to safeguard your home, savings, and family from costly mistakes.

Spaces are limited, so RSVP today to secure your seat and gain invaluable insights that could protect you and your loved ones for years to come.

👉 Reserve your spot now for an evening of empowering financial knowledge!

Register Here: https://protectpreserveandplan.com/20west-sudbury-event

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Wills, Trusts, and Estate Planning: Protecting What Matters Most - In Person - May 2024
May
15
5:30 PM17:30

Wills, Trusts, and Estate Planning: Protecting What Matters Most - In Person - May 2024

Join our engaging course to master the basics of Estate Planning and learn how to keep families out of court and conflict.

This is your chance to learn how to safeguard your loved ones and assets, both in life and after. Don't miss out – register now for this essential learning opportunity!

Register here: https://registration.xendirect.com/keefeatnight/coursedisplay.cfm?schID=3232&check=1

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Wine and Wills
Apr
20
5:30 PM17:30

Wine and Wills

In this free workshop, we’ll explore…

  • What an Estate Plan is, and why it's important for all families (not just the super-wealthy)

  • ​Things your Estate Plan MUST include to keep your family out of court and conflict

  • How to create a plan that’s customized to your unique wishes (and why “cookie-cutter” plans fail)

  • ​Why, if you don’t have a plan, the government will make one for you (spoiler: they won’t act in your family’s best interest)

Join your neighborhood family lawyer for a toast to protecting your family in the face of any situation. Register here

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Wills and Trusts: Protect What Matters Most - April 2024
Apr
9
5:30 PM17:30

Wills and Trusts: Protect What Matters Most - April 2024

  • Lincoln Sudbury Regional High School : B322 - Conference Room B (map)
  • Google Calendar ICS

Discover why anyone over 18 needs an estate plan to avoid court issues. We'll cover probate, estate taxes, guardianship for kids, and key documents like healthcare directives and powers of attorney. Learn about Wills, Trusts, asset titles, and working with attorneys – all in a fun way!

Ready to get started? Register now to secure your spot!

https://lsrhs.ce.eleyo.com/course/823/spring-2024/wills-and-trusts-protect-what-matters-most#wtr-03

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FREE Value Packed Estate Planning and Asset Protection Workshop
Mar
27
5:30 PM17:30

FREE Value Packed Estate Planning and Asset Protection Workshop

Join our Estate Planning & Asset Protection Workshop for a deep dive into essential topics: maximizing inheritance, the risks of transferring assets to children, wills vs. trusts, avoiding probate costs, ensuring privacy, disability protection, and steering clear of common mistakes. Plus, so much more!

Don't leave your legacy to chance. Secure your spot today and start planning with confidence.

Click to register!

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Wills, Trusts, and Estate Planning: Protecting What Matters Most - In Person - March 2024
Mar
20
5:30 PM17:30

Wills, Trusts, and Estate Planning: Protecting What Matters Most - In Person - March 2024

Join our course to master Estate Planning essentials! Learn how to keep families out of court and conflict.

We'll answer key questions:

  • What is probate?

  • What are estate taxes?

  • How does a Trust work?

  • What documents do you need to protect minor children?

Dive deep into "living documents" like Health Care Proxies, Living Wills, HIPAA Authorizations, and Durable Powers of Attorney. This course is your chance to ensure your loved ones and assets are protected exactly as you wish, in cases of incapacity or passing.

Don't miss this opportunity – register now to secure your family's future!

Register here: https://registration.xendirect.com/keefeatnight/coursedisplay.cfm?schID=3231&check=1

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Estate Planning and Asset Protection Workshop
Mar
6
5:30 PM17:30

Estate Planning and Asset Protection Workshop

Join our Estate Planning & Asset Protection Workshop for a deep dive into essential topics: maximizing inheritance, the risks of transferring assets to children, wills vs. trusts, avoiding probate costs, ensuring privacy, disability protection, and steering clear of common mistakes. Plus, so much more!

Don't leave your legacy to chance. Secure your spot today and start planning with confidence.

Click to register!

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Wills and Trusts: Protect What Matters Most - March 2024
Mar
5
5:30 PM17:30

Wills and Trusts: Protect What Matters Most - March 2024

THINK YOU'RE TOO YOUNG FOR ESTATE PLANNING? Think again!

If you're 18 or older, you NEED to know how to protect yourself and your loved ones from the risks of court and conflict. Join us to learn the core essentials of estate planning and take control of your future.

Register here: https://lsrhs.ce.eleyo.com/course/700/fall-2023-winter-2024/wills-and-trusts-protect-what-matters-most

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Sip and Soiree at Noli Salon
Jan
19
5:30 PM17:30

Sip and Soiree at Noli Salon

Need a break and a bit of fun this January?

After the hustle and bustle of the holiday season, unwind and treat yourself. You deserve a little indulgence and an enjoyable evening out.

Come and join us with Noli Salon on January 19th, from 5:30 PM to 7 PM. Enjoy delicious Hors D'oeuvres, sip on Champagne, and indulge in some Shopping! Plus, we're offering a special 20% discount on boutique items – a deal you won't want to miss.

We're excited to see you and share some festive cheer!

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January Jumpstart: Estate Planning & Financial Resolutions
Jan
10
5:30 PM17:30

January Jumpstart: Estate Planning & Financial Resolutions

Kick off the New Year with clarity and purpose at our event, dedicated to guiding you through the essentials of estate planning and setting impactful financial resolutions.

Limited seats available – reserve your spot now and make 2024 the year you take control of your financial destiny!

Register here: www.https://mailchi.mp/20westlegal/january-jumpstart

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Kid Protection Plan - November
Nov
14
5:00 PM17:00

Kid Protection Plan - November

Did you know that 69% of parents with minor children do NOT have documentation in place for their kids in the event of an emergency? Don't be part of that statistic! Protect your loved ones by being prepared. Register now and ensure your children are safeguarded, no matter what life throws your way.

Register here: https://lsrhs.ce.eleyo.com/course/701/fall-2023-winter-2024/kid-protection-plan

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Wills, Trusts, and Estate Planning: Protecting What Matters Most - November
Nov
7
6:00 PM18:00

Wills, Trusts, and Estate Planning: Protecting What Matters Most - November

PROTECT YOUR LOVED ONES! Enroll in our course and master the fundamentals of Estate Planning. Learn essential tools to keep your family out of court and conflict. Secure your family's future today! Click the link to register now

Register here: https://registration.xenegrade.com/keefeatnight/courseDisplay.cfm?schID=2989

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Kid Protection Plan - October
Oct
24
5:00 PM17:00

Kid Protection Plan - October

Did you know that 69% of parents with minor children do NOT have documentation in place for their kids in the event of an emergency? Don't be part of that statistic! Protect your loved ones by being prepared. Register now and ensure your children are safeguarded, no matter what life throws your way.

Register here: https://lsrhs.ce.eleyo.com/course/701/fall-2023-winter-2024/kid-protection-plan

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Wills and Trusts: Protect What Matters Most - September
Sep
20
5:30 PM17:30

Wills and Trusts: Protect What Matters Most - September

  • Lincoln Sudbury Regional High School : B322 - Conference Room B (map)
  • Google Calendar ICS

THINK YOU'RE TOO YOUNG FOR ESTATE PLANNING?

Think again! If you're 18 or older, you NEED to know how to protect yourself and your loved ones from the risks of court and conflict. Join us to learn the core essentials of estate planning and take control of your future.

Register here: https://lsrhs.ce.eleyo.com/course/700/fall-2023-winter-2024/wills-and-trusts-protect-what-matters-most

View Event →
Wills, Trusts, and Estate Planning: Protecting What Matters Most - September
Sep
12
5:30 PM17:30

Wills, Trusts, and Estate Planning: Protecting What Matters Most - September

  • Keefe Regional Technical School (map)
  • Google Calendar ICS

PROTECT YOUR LOVED ONES! Enroll in our course and master the fundamentals of Estate Planning. Learn essential tools to keep your family out of court and conflict. Secure your family's future today! Click the link to register now

Register here: https://registration.xenegrade.com/keefeatnight/courseDisplay.cfm?schID=2989

View Event →