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Created 10/8/24, 8:24 PM
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Give Your Loved Ones the Greatest Gift! | Kelly Financial Services, LLC

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Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including: Areas your will should address (and who should write it) The two types of trusts — and how they can help reduce the chance…

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Kelly Financial Services

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Talking through your wishes today can help your loved ones tomorrow. By creating an estate plan, you can decide how money is distributed, or who will care for any children and the disposal of real estate.

If you have questions about estate planning, Kelly Financial has a free investor guide called “The Greatest Gift: Outline Your Wishes with an Estate Plan” which explains wills, trusts, executors, and probate in easy-to-understand, comforting language.

We are also pleased to announce our next Masters Series class on Estate Planning. Please see details below:

When: October 29th 2024 from 6pm-7pm
Where: Our Braintree location
Please call us at 781-849-3030 to register!

https://www.kellyfinancial.org/consumer-guides/give-your-loved-ones-the-greatest-gift/

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