Estate Tax Truths

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.