​Learn the essentials easily. Clear examples, zero jargon.

What You'll Get from This Free 3-Day Course

​Day 1:
Trust Basics That Actually Make Sense

I'll show you how living trusts work and why they're usually better than wills for Massachusetts families. You'll learn the real difference between revocable and irrevocable trusts—no legal jargon, I promise. Most importantly, I'll walk you through properly funding your trust, because here's the thing: 60% of families skip this step and end up with an expensive trust that does absolutely nothing.


Day 2:
Making Sure Your Money Goes Where You Want

Here's something that catches people off guard: your 401(k) and life insurance beneficiary forms trump everything else—even a perfectly written will. I'll help you avoid the heartbreaking mistakes I've seen, like inheritances accidentally going to ex-spouses or leaving minor children without proper protection. You'll learn how to coordinate everything with your trust so it actually works together seamlessly.


Day 3:
​Keeping More Money in Your Family's Hands
​
Massachusetts starts taxing estates at just $2 million—way lower than the $15 million federal threshold. With your appreciated home, grown 401(k), and life insurance, you might already be there without realizing it. I'll give you practical strategies to reduce these taxes before they surprise your family, including how strategic gifting can save you tens of thousands.

Life throws legal curveballs. Having knowledge is invaluable. Here's why a Massachusetts law course makes sense.

A legal course is like an umbrella - unnecessary until the storm hits, then priceless.

Enroll below. All is confidential and no information is sold or used apart from this course and related communications.