Informational Seminar At Plymouth Public Library in plymouth, ma
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
This event is not sponsored or endorsed by Plymouth Public Library.
Event Details
Plymouth Public Library
132 South St.
Plymouth, MA 02360
Event Options:
Tuesday, September 29 at 6:00 PM
Seating is limited and there is no charge to attend.
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us at the Plymouth Public Library for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
What’s changing in estate and legacy planning in 2026.
Advantages and disadvantages of wills and trusts.
Social Security claiming strategies that may help maximize your lifetime income.
Strategies designed to help reduce tax exposure when transferring assets to heirs.
How probate works and, more importantly, strategies to help you avoid probate altogether.
Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
Identifying the documents needed to preserve your estate.
Establishing a power of attorney and why it could be important.
Strategies to help preserve heirs from blowing their inheritance.
Leveraging dollars for planned charitable giving.
Why putting property in your children’s names may be a mistake.
Developing a plan to pay for nursing home expenses if needed while in retirement.
And much more!
RESERVE YOUR SEAT
Designed for pre-retirees and retirees age 55+ who have saved at least $500,000 for retirement.
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Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.¹
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
© 2026 Financial & Estate Planning 101 | Privacy Policy
Presented by Bryan Galligan, Certified Estate and Trust Specialist. Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. South Shore Investment Services and Financial & Estate Planning 101 are unaffiliated entities. Licensed Insurance Professional. We are not affiliated with any government agency.
Bryan Galligan and South Shore Investment Services do not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
South Shore Investment Services offers insurance products and services. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.