This summer I was honored to be asked to present a seminar by the America Heart Association here in Medford at the main library on Estate Planning. It was a lot of fun and is an informal way to explore estate planning options.
If you are a member of a group or organization, or just some friends, who are interested in a speaker on Estate Planning I am available. Just give me a call. I have been giving Estate Planning programs to groups for the last 35 years and would be happy to give one to your group. I give an objective presentation on wills vs. trusts and have program material to hand out to those attending. I love the give and take of a discussion on Estate Planning and taking questions is a very important part of any presentation. I have a conference room available for up to 10 people or am happy to travel to your group. Again, just give me a call.