The following are workshops we have held in the past, upcoming dates will be posted.
Contact us if you would like to set up a presentation for your group.

  • Asset Protection Planning
  • Charitable Planning
  • Estate Planning Basics
  • Trustee Training
  • Zero Estate Tax Planning
We look forward to seeing you at one of these events!

Call (617) 453-9001 or email now for an appointment
to get the estate planning help you need.


222 Third Street, Suite 3220 • Cambridge Massachusetts 02142 • Phone: (617) 453-9001

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