Broker Check
11 April
Five Estate Planning Documents You Should Know About Presented by Baystate Financial


Most people think that only the very rich need an estate plan. But that is not true. EVERYONE who owns ANY asset needs an estate plan. But what happens when you DON’T have an estate plan?

This webinar is for ALL AUDIENCES and will cover the 5 basic estate plan documents that everyone needs to complete to have a comprehensive estate plan and what to look for in your existing estate plan documents that may cause a curve-ball to your ultimate directive and wishes.

• What is an estate plan and what happens if you don’t have one?

• What is a Will, Trust, Healthcare Proxy, Power of Attorney, and HIPAA Proxy?

• How does Probate work and how can you avoid it?

• What if you have a child or now adult with special needs?

• What if you have children under or over the age of 18?

• What if you are a blended family?

• What curve-balls can you avoid by reviewing your plan?

Join us for these answers and more.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 1 Marina Park Drive 16th Floor, Boston, MA 02210. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.

Date and Time

Thu, Apr 11, 2024

12:00p - 1:00p EST




Event Registration