Upcoming Events
Upcoming Events + Workshops
Business Workshop | May 6
Build It Right: Legal Foundations for Growing Your Business
Event Details
- Date: Wednesday, May 6, 2026
- Session 1: 3:00pm – 5:00pm
- Session 3: 6:00pm – 8:00pm
- Location: Venture X – Marlboro
- 11 Apex Dr Suite 300-A, Marlborough, MA 01752
What to Expect:
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LLC vs Sole Proprietorship vs Corporation and What is the Difference and What’s Right for Your Business
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Working with a Partner – How to Make Sure You Stay Friends
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How Do You Preserve the Value of Your Business
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What Legal Documents Do You Need
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What To Do Before You Hire Your First Employee
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What is a Trademark and Why It May Be Important for You
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Meet specific partners who will help you as you grow
Estate Planning 101 | May 13
Event Details
- Date: Wednesday, May 13, 2026
- Time: 6:00 PM – 8:00 PM EDT
- Location: Venture X – Marlboro
11 Apex Dr Suite 300-A, Marlborough, MA 01752
Join us for an informative and engaging evening focused on smart estate planning and protecting what matters most. We’ll walk through practical strategies in a relaxed, friendly setting designed to make estate planning feel approachable and clear.
What to Expect:
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Learn how to protect your loved ones and ensure your wishes are honored
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Discover ways to minimize taxes and help keep your estate out of probate
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Ask questions and get clear, straightforward guidance tailored to real families
Registration Form
Please be sure to select the correct event if multiple are listed below.
What You’ll Learn
Whether you’re just starting to think about your estate plan or you’ve been meaning to revisit it for years, this session will walk you through the key things everyone should know, including:
- Why estate planning isn’t just for the wealthy. Learn why everyone, regardless of their net worth, needs a solid estate plan.
- What happens if you don’t have a plan in place. Discover the risks of leaving your future to chance and how it can impact your loved ones.
- Common mistakes to avoid—and how to do it right. Identify frequent estate planning pitfalls and learn how to create a plan that truly works.
- Personalized Plans: Learn how to create a solution tailored to your family’s unique needs.
Attorney Jason M. Toomey
What Our Clients Say
Recent Articles by Jason Toomey
Common Estate Planning Mistakes to Avoid in 2026
Many people procrastinate when it comes to estate planning. It’s not because they don’t care. They put it off because it feels overwhelming or uncomfortable. And in many cases, the biggest problems don’t come from doing nothing. They come from creating an estate...
What Is Estate Planning, And Why Is It Important for Wealth Management?
Wealth management isn’t only about growing assets. It’s also about protecting what you’ve built, keeping it organized, and making sure it can support the people (and causes) you care about—during your lifetime and after. That’s where estate planning comes in. When...
What Happens to Your Assets Without a Will in Massachusetts?
Most people assume their assets will go to the right people even if they haven’t drawn up a will. But that’s not always what happens. The state needs to take legal action, which means they’ll use their own determinations to decide where your valuables end up. ...