November 27, 2018 Office News

Last week Alex and Amy did a presentation on Estate Planning to a large crowd at the Norwood Senior Center. They were both amazing and very engaging with the enthusiastic crowd. Many questions were asked and answered mostly about wills, healthcare proxies, durable power of attorney, trusts, how often one needed to update a will, etc.

When the presentation was over I sat with a few people and passed out handouts to those who wanted something to take away with them. As I did this, the woman next to me told me about the problems her sister’s family was having with a contested will. When she was done, she indicated that it made her want to write her will and needed our help in doing just that. Another woman told me she was just so nervous about writing a will as she thought she would die once she completed one and said she knows it’s a silly notion, and then changed her word from notion to “fear”! I told her that she should set up a free consultation with Alex who could help her immensely.

I wish we had more of these meetings where we could educate the public on how to be prepared. Please pass the word around. Call Alex today and get your affairs in order. You will be so happy you did!