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Estate Planning Fundamentals: Taking the First Steps in Creating Your Estate Plan

Boston, MA • March 15, 2016

We all know the importance of planning for the future, and yet many of us delay in the essential task of getting our estate plan in order. Procrastinate no more!

Tuesday, March 15, 2016 8:45 AM - 10:00 AM EDT

Davis, Malm & D'Agostine, P.C.
Founders Room
One Boston Place
Boston, MA 02108
US

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We all know the importance of planning for the future, and yet many of us delay in the essential task of getting our estate plan in order.  Procrastinate no more! 

Join estate planning attorney Lucas Burke for an interactive breakfast program providing a basic understanding of the estate planning and probate process, including definitions of common terms. Attorney Burke will offer effective guidelines and strategies to help you organize your assets, as well as tips for planning outside of estate documents.

Register today and take the first step in creating your estate plan and achieving your goals.

Registration: 7:45am-8:00am

Presentation: 8:00am-9:00am



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Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

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Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

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