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Monson Savings to Hold Free Estate- and Elder-planning Workshop

MONSON — Monson Savings Bank will host a complimentary workshop, open to the public, titled Tips and Tricks for Protecting You and Your Family – An Estate and Elder Law Planning Presentation,” featuring Susan McCoy, partner with Cooley Shrair, P.C. The workshop will be held Thursday, June 21 from 5:30 to 7 p.m. at Monson Savings Bank’s corporate office, 107 Main St., Monson.

Understanding wills and trusts, estate taxes, Medicaid and long-term-care planning, durable power of attorney, and health proxies are topics that can seem overwhelming and time-consuming. These are some of the topics McCoy will touch upon to help people understand what they are and what kind of options are available. She has an extensive background in estate and trust planning as well as Medicaid and long-term healthcare planning, and understands how daunting these processes can be.

“We are pleased to bring this important information to our communities,” said Steve Lowell, president of Monson Savings Bank. “This workshop will aim to simplify the steps needed to create an effective estate plan so that people may better protect themselves, their families, and their assets.”

Refreshments will be served. Seating is limited. To RSVP, contact Anna Calvanese at (413) 267-1221 or [email protected].

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