Wine and Wills Event

345 Boston Post Road,Sudbury MA 01776

21 February, 2023

Description

It's time to learn about your estate plan. Attend this fun and educational introduction to Estate Planning, where you will learn how to protect your family from probate and conflict, and pass your assets to your heirs. We will provide a full review of Estate Planning fundamentals while enjoying a glass of wine. This free event will cover the following: 👉 Why you need an estate plan, even if you aren't rich (And how it may be even more important for families of modest means). 👉 The things your estate plan must include to make it as easy as possible for your family if you become incapacitated and when you pass. 👉 How often does your Will or Trust need to be reviewed and updated to ensure they work and don't become a pile of expensive and useless paper in your desk drawer? 👉 What should estate planning cost, and who pays the cost of "too cheap" plans? *All attendees will receive a $250 discount on the Estate Planning services. *Sign up the night of the event and receive an additional $750 off - that's $1000 in total! Hurry! Seats are limited to the first 15 who RSVP. We hope to see you there! If you have any questions, call us at (978) 440-0014 or email my Client Service Director Barbie Foisy at [email protected]. Kindly respond to our calendar invite after the registration for confirmation. Clients Reviews 🟊🟊🟊🟊🟊 Recently, we have had the very good fortune of learning about 20West Legal in Sudbury, Massachusetts. We had been thinking about and talking about wills and estate plans for some time without moving forward. That all changed when we began speaking and meeting with Erica Endyke and Barbie Foisy at 20West Legal. First, they both listened to what we had in mind for the legacy we wanted to pass on to our next generation. They made the entire conversation and process very comfortable, relaxed, and productive. As they listened to us, they presented their thoughts and illustrations. Barbie could not have been more helpful and responsive in making sure we were feeling confident about the process and tools provided us. Moreover, it was so easy to watch our thoughts being drawn on a whiteboard that, at the same time, blended the legal knowledge, expertise, thoughts, and ideas from Erica. We are comfortable in saying that Erica and Barbie have been excellent in so many ways. Erica and Barbie communicate in a clear and understanding way. They have been helping families for a long time, and it shows. Their guidance throughout was knowledgeable, friendly, helpful, professional, and patient in helping us to think about and express our thoughts. Beyond the estate plan and legacy we have recently built, we are now sure we have the best partner for refreshing our estate plan and legacy as necessary and as we look forward to the years ahead. - Dennis, Stow MA 🟊🟊🟊🟊🟊 Erica helped us with estate planning (including Wills and POA documents) and created a trust for our assets. She and her staff were great to work with and were very knowledgeable. Friendly and approachable. They made the process as easy as possible for us! Erica interacted with our financial advisor to make sure our assets were properly moved into the trust. She explained things clearly to us, took the time to understand the details of our situation, and made sure we understood the pros and cons of each of our decisions. As a recently retired couple, it's great knowing things are on sound footing as we go forward. We highly recommend Erica. - Steve and Ann, Framingham MA 🟊🟊🟊🟊🟊 20West Legal (Erica and Barbie) helped us break down the very difficult and cumbersome task of organizing our will and estate planning. They explained all of our options very well. They guided us in making decisions that felt comfortable and right for our family. Excellent experience at 20 West Legal! - M.P., Sudbury MA