Special Edition Webinar

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. This session will cover: •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? Seminar details are below – we hope you can join us! 

•Date: April 11th •Time: Offered at 12PM and 5:30PM 

•RSVP at: www.baystatefinancial.com/events