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The ABCs of Estate Planning

Wednesday, November 4
7:00-8:30PM

WarmLines
225 Nevada St
Newton MA
Click for Directions

Free!

Light refreshments

Speaker Series:

The ABCs of Estate Planning

Estate Planning can seem daunting - especially for busy families with young children! However, there are certain important basics which shouldn't be overlooked - or even postponed. Join Attorney Frank B. Yunes, who specializes in estate planning, for a "plain-English" discussion of the legal documents which need to be in place to protect you and your family, including:
  • Health Care Proxy
  • Living Will
  • Guardianship Proxy
  • Durable Power of Attorney
  • Living Trusts
  • Declaration of Homestead
  • Last Will and Testament

Click here to pre-register online or call 617-244-INFO.

Note: If unable to attend, you may request that presentation handouts be mailed. Call 617-244-INFO or email info@warmlines.org.

Parents are talking about

The ABCs of Estate Planning…

This was the perfect introduction to estate planning. It raised our confidence about beginning the process of putting these important things in place.

I especially liked Frank's style. He was soft-spoken with a good sense of humor. It was not a hard sell. He was very informative without making me feel stupid!

This presentation was very easy to follow. I especially liked the one page "at-a-glance" overview of estate planning tools.

I appreciated the fact that this was a very straightforward talk with a clear message. Attorney Yunes didn't use legal terms or complex concepts that are difficult for the average person to understand.

This was exactly what we wanted: a well-paced overview of just what we need to work on most!

I was impressed with the breadth of information that was conveyed with great clarity in a reasonable pace.

The slides were great - simple yet thorough. They included a lot a good information, and explained how all the basic estate planning tools relate. I also liked Mr. Yunes's tone, which was appropriate to the topic.