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Estate Tax Truths
March 26 @ 5:30 pm - 7:30 pm
What You Need to Know to Protect Your Legacy
Confused about estate taxes? You’re not alone.
Massachusetts’ $2 million estate tax threshold could leave your family with a bigger tax bill than you realize — unless you plan ahead. Join us at Whitney Place at Northborough on March 26th for a free workshop with Jason and Kat Toomey of Intellestate Law, where you’ll learn:
- How the Massachusetts estate tax works
- Proven strategies to minimize your estate tax burden
- Simple ways to protect your family’s inheritance
Wednesday, March 26, 2025
- 5:30 PM Welcome & Check-in
- 5:45 PM Eat, Drink, & Meet Your Hosts
- 6:00 PM Presentation
- 7:00 PM Q&A
To RSVP for yourself and a guest, please Register Today! or call Jim Priest at 508-231-9358.
Don’t leave your legacy to chance—plan to protect what matters most.