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Getting Your Ducks in a Row

Dec 14, 2017 7:30 PM - 8:30 PM
at 7:30 pm. Please Arrive 10 Minutes Early

Deland Law Office

1660 Washington Street, Holliston, MA 01746 [Map & Directions]

On Washington Street, Route 16, to the west of Holliston Center.

Opposite the Holliston Post office

 

Easy Parking in front of the building. No stairs!

So, it's time to get your ducks in a row.

Where should you start?

How about starting with an overview of what's involved?

At our seminar, you will get that overview -  a kind of whirlwind tour of estate planning and planning for health care.

In about an hour, I hope to help you understand what it means to really "get your ducks in a row," and why it is important..

There will be cookies and coffee and a slide show.
I'll talk about some of the things that can go wrong: if you don't have a good plan in place.
Then I'll walk you through the process that we use with our clients:
  • Planning for Medical Decisions - Including Long-Term Care Costs.
  • Planning for Financial Decisions  during your  lifetime.
  • Putting other people on your accounts - the right way and the wrong way
  • The importance of positioning your assets so your plan can work.
  • Why and how most of our planning clients stay with us, and how we help them keep their planning "alive."
  • What you can do if you want to work with us, or even just get some of your more personal questions answered.
Even if you don't wind up working with us, we hope  you will leave with a better understanding of how you can protect yourself and your family.

Please note that the information you share with us when you register is subject to our Privacy Policy

 


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© 2017 Jennifer A. Deland, Counselor at Law | Disclaimer
1660 Washington Street, Holliston, MA 01746
| Phone: (508)429-8888

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