Event Details
Massachusetts Estate Planning Free Course & Resources
WELCOME
After thirty years helping Massachusetts families, I learned something surprising: families benefit more from education than from rushing into expensive consultations unprepared.
These materials share what I learned in plain English. My goal is helping you ask better questions when you meet with your own attorney.
A FREE RESOURCE
FREE 3-DAY EMAIL COURSE
A three-day course teaches estate planning basics without legal jargon. Each lesson takes under five minutes.
What you'll learn:
- Day 1: Trust and will concepts - the basic framework
- Day 2: Probate court processes - what families experience
- Day 3: Massachusetts tax information - the $2 million surprise
Important: Educational information only, not legal advice. Always consult a licensed Massachusetts estate planning attorney for your specific situation.
WHO THESE HELP
Good fit for:
- Massachusetts families approaching $2 million in estate value
- Parents choosing guardians and inheritance structures
- People comparing trusts versus wills
- Anyone wanting to prepare before meeting an attorney
Not right for:
- People needing immediate legal advice
- Extremely complex situations
- DIY estate planning without attorney involvement
These resources help you become an informed client before you hire professional help.
ABOUT JOEL
I grew up in New York City and couldn't wait to escape. After law school, I found my way to Massachusetts where I built my practice and my life.
For thirty years, I woke at 6 AM every morning to read estate planning law for exactly one hour. This kept me current on rules that could save clients thousands.
I'm also a passionate gardener. Moving from concrete to soil changed my life. I spend most days outside with my perennials. They teach patience and planning - surprisingly useful for estate planning too.
The stories I share are fictional but based on real patterns from thirty years of practice.
START LEARNING
SIGN UP FOR FREE 3-DAY COURSE - Five minutes per day
No pressure. No sales tactics. Just educational resources for your family.