- Tuesday, January 27, 2026
- 10:00 AM – 11:30 AM
- North Shore Chamber of Commerce Event Room
- 500 Cummings Center, Suite 1700, Beverly, MA
- Cost: FREE to attend
- Registration is Required – Seating is Limited
Unfortunately, most people never get around to setting up a proper plan for what will happen when you or your spouse becomes ill, disabled or passes away—needlessly exposing your lifetime’s hard-earned assets to the grasp of unwanted third parties.
These days, many homeowners are getting a legal document called a Living Trust and rightly so, because the Living Trust is the preferred estate planning vehicle. But few are asking, “Exactly what kind of Trust vehicle am I getting?”
You see, when you buy a car and drive it off the lot, you’ll know if it’s a lemon in a matter of a few days or months. But when will you know whether your Living Trust is a lemon? Probably years from now, when you (or your spouse) is ill, disabled or passes away—when you and your loved ones most need the Trust to work—and when it’s too late to fix it!
You may have been wrongly led to believe that all Living Trust plans are the same and you can simply download one from the internet. The truth is…
All Living Trust plans are not created equally!
You and your loved ones can’t afford to just wait and see if the Living Trust you’ll get is a
“ticking time bomb.”
You need to know…
- Will your Living Trust protect your loved ones’ inheritance from in-laws, divorces, lawsuits and creditors?
- Will your Living Trust plan work properly, and avoid Court interference, when you or your spouse becomes ill or disabled?
- Will your Living Trust really avoid the expenses, delays and headaches of Probate, when you or your spouse passes away, as it’s supposed to?
- Will your Living Trust actually prevent you from qualifying for nursing care benefits and allow your estate and loved ones to be wiped out by excessive nursing bills?
- If you’re married, will your Trust force your surviving spouse to endure needless paperwork and legal and accounting fees?
You also need to know…
- If you have young children or grandchildren, will your Living Trust plan help assure that they will be raised properly and lead a fruitful and meaningful life, rather than squander their inheritance?
- Will your potentially most valuable assets—your IRAs (and retirement plans you may roll over someday to IRAs)—be properly protected by your Living Trust alone?
- How to save estate taxes and income taxes?
- How can you help ensure your plan stays up-to-date?
Find out the answers to these questions and more by coming to a free seminar unlike any you’ll ever attend, presented by a law firm that has over 30 years of estate planning experience. As a bonus for attending, you will be offered a FREE attorney consultation and a special DISCOUNT toward setting up your Trust (or bringing your current Trust up-to-date)
- Tuesday, January 27, 2026
- 10:00 AM – 11:30 AM
- North Shore Chamber of Commerce Event Room
- 500 Cummings Center, Suite 1700, Beverly, MA
- Cost: FREE to attend
- Registration is Required – Seating is Limited