Marlborough Office:

11 Apex Drive, Suite 300A 

Marlborough, MA 01752  

  • White Facebook Icon
  • White Twitter Icon

Hingham Office & Mailing Address: 
99 Derby Street, Suite 200

Hingham, MA 02043

brokerCheck-bar-logo.png

 

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, DE, FL, GA, IN, MA, ME, MT, NC, NH, NJ, NY, PA, RI, SD, TX, VA & VT

  • Brendan Sheehan

Estate Planning 101

During the webinar, guest speaker and Estate Planning Attorney David Guarino, Esq.

concentrates his practice on the overlap of tax and estate planning issues and frequently

includes the integration of special needs planning with traditional estate plans. David

also discusses the different types of documents, including your basic estate plan, durable

power of attorney, as well as health care proxy, and when each should be used.


In Brendan’s latest video, Estate Planning 101, he talks about the different types of documents and when to use them.


Topics Discussed:

  • Standard estate planning documents

  • Last will and testament

  • Durable power of attorney

  • Health-care proxy

  • Trusts


You can watch this video and others on the Waymark Wealth Management YouTube channel.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.