Free Massachusetts Estate Planning Resources

You can take my free 3-day Massachusetts Living Trust Masterclass to learn the basics at your own pace.

Free 3-Day Course: Protect Your Massachusetts Family

Avoid Mistakes Smart People Make

For 32 years, I watched intelligent people make the same dangerous assumptions about wills and trusts. Now I'm sharing what I learned.

You'll Get:

• Tax and legal strategies that save thousands
• 3 short emails (12 minutes each, zero jargon)
• Steps you can take today

No spam. No sales pitches. Just practical guidance. Unsubscribe anytime.

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

What You'll Learn in This Free 3-Day Course

Day 1: Living Trust Basics (And Why Most Families Get This Wrong)

Learn how living trusts actually work and why they beat wills for most Massachusetts families. We'll show you the difference between revocable and irrevocable trusts in plain English. You'll discover how to fund your trust properly—the critical step that 60% of families skip. We cover what trustees really do and the mistakes that make expensive trusts completely useless.

Day 2: Smart Beneficiary Choices (Stop Money from Going to the Wrong People)

Learn why your 401(k) and life insurance beneficiaries override your will—even perfect wills can't fix bad beneficiary forms. Discover the most common mistakes that send inheritance to ex-spouses or minor children without protection. We show you how to coordinate beneficiaries with your living trust so everything works together. I've seen $400,000 policies go to the wrong person because someone forgot to update a form after divorce.​

Day 3: Massachusetts Tax Strategies (The $2 Million Surprise)
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Massachusetts taxes estates starting at just $2 million while the federal limit is $15 million. Your house appreciated, your 401k grew, add life insurance—suddenly you're there. Learn practical ways to reduce taxes before they blindside your family. Discover how $19,000 annual gifts to each child can save tens of thousands in estate taxes.

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.