#estateplanningworkshop

Life, Liberty, & Legacy—our FREE estate planning workshop is back!

Here’s the truth: In Massachusetts, if you don’t make a plan, the state makes one for you (and spoiler: it’s not great). Let’s fix that.

🗓 Thursday, June 26th

🕛 12:00 PM – 1:30 PM

📍 The Colonial Inn, Concord, MA

🥂 Light bites. Real talk. Big peace of mind.

Come hungry, leave empowered—because your legacy deserves better than court drama.

Tasty Bites & Trust Insights is coming to Sudbury!

Join us for a fun, no-pressure evening where you'll nosh on delicious bites and get the real talk on estate planning—without the legal snoozefest.

Here’s what we’re serving up (besides snacks):

What an estate plan actually is (and why it’s not just for the wealthy)

How to reduce or eliminate estate taxes so your family keeps more of what you’ve built

How to plan for incapacity—because life happens

Why a Will alone won’t cut it (and what you really need instead)

🗓️ Wednesday, April 9th 🕠 5:30 PM – 7:00 PM 📍 The Farmer’s Daughter, 534F Boston Post Road, Sudbury, MA

Come hungry. Leave empowered.

🍕 Estate Planning & Pizza—Because Both Are Better When Planned Ahead! 📜

Let’s be real—waiting until the last minute for pizza means sad, cold leftovers. And waiting too long for an estate plan? Well, that’s a whole different kind of disaster.

Join us for Pizza & Planning—a fun, no-stress workshop where you’ll enjoy delicious pizza while learning how to protect your family, your assets, and your legacy (without the boring legal talk).

📅 Friday, March 14th (Pi Day!) ⏰ 12:30 – 2:00 PM 📍 Sul Tavolo (formerly Sobre Mesa), 29 Hudson Rd, Sudbury, MA

Savor an evening of Wine Tasting and Estate Planning with 20West Legal! 🍷✨

Embark on a FREE journey through Estate Planning and Asset Protection at our workshop. Ideal for beginners or those seeking to refresh their strategy, this event pairs the complexity of fine wines with the essentials of securing your future.

🗓️ Date: March 27 🕠 Time: 5:30 pm 📍 Location: Total Wine and More, Natick, MA

Availability is limited – don't miss your chance!

Worried about risks to your home, savings, and family?

Thinking about potential mistakes that could harm what you value most is stressful.