Boston Legacy Planning offers two classes on a monthly basis.
Estate Planning 101 is a basic course that explains probate, wills and trusts, as well as more advanced issues such as tax avoidance and creditor protection. It exposes the myth that signing the right documents guarantees an estate plan that works. Estate Planning 101 is offered twice a month via Zoom. Please select the appropriate link:
A Day Class on the third Tuesday of the month at 1PM; or
An Evening Class, on the first Thursday of the month at 7PM.
The second class, Business Transition Planning 101 is specifically for people who own businesses or real estate investments. It addresses issues that business owners face that others do not, and lays the groundwork for a successful business transition plan. The class is offered twice a month via Zoom. Please select the appropriate link:
A Day Class on the second Tuesday of the month at 1PM; or
An Evening Class on the fourth Wednesday of the month at 7PM.
Both of these classes can be scheduled at other times. If you would like to attend, but not at the regularly scheduled time, please send an e-mail with your name, e-mail address and a phone number to wcoyne@bostonlegacylaw.com with the subject line CLASS.