Brews and Bequests

416 Boston Post Road East,Marlborough MA 01752

22 March, 2023

Description

This informative and fun session will equip you with the necessary knowledge to protect your loved ones from probate and disputes while ensuring the smooth transfer of your assets to your heirs. Don't miss this opportunity to learn and taste the beers and seltzers made on-site. We will cover the following topics: 🔸 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 qualify to receive a $250 discount on all Estate Planning services. 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