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Toast & Trusts: Estate Planning for Retirees

Toast & Trusts: Estate Planning for Retirees is a warm, free-to-attend morning event created specifically for retirees who want clarity and peace of mind about their next chapter.

Enjoy complimentary breakfast bites, coffee, and tea while we walk through the essentials of wills, trusts, probate, and protecting your assets. The atmosphere is friendly, low-pressure, and designed to make complex topics feel simple and approachable. You’ll have plenty of time to ask questions and understand your options without any sales pitch or confusion. Join us for a relaxed conversation that helps you feel confident about your legacy and your loved ones’ future.

  • The address of our office is 40 Kenoza Avenue, Haverhill, MA 01830 (please be careful if entering into GPS because Haverhill also has a Kenoza Street).
  • Always plenty of free parking available in the lot behind the building or on the street
  • Building is accessible
  • Please call us if you have any trouble finding us.

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