Timely Event at Pembroke Public Library in Pembroke, MA

Preserving Your Estate

Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy

Event Details

Pembroke Public Library
142 Center St
Pembroke, MA 02359

Event Options:

– Thursday, May 22 at 6:00 p.m.

– Thursday, May 29 at 6:00 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Event Details

Pembroke Public Library
142 Center St
Pembroke, MA 02359

Event Options:

– Thursday, May 22 at 6:00 p.m.

– Thursday, May 29 at 6:00 p.m.

RSVP NOW!

Seating is limited. 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 Pembroke 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:

  • Advantages and disadvantages of wills and trusts.
  • Strategies designed to reduce tax exposure when transferring assets to heirs.
  • How to plan your estate to make sure it passes on to your loved ones most efficiently.
  • 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!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have an estate plan in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary 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.

Will

Meet Your Host

Bryan Galligan | President & Founder | South Shore Investment Services
Bryan Galligan is a dedicated financial professional and the visionary founder of South Shore Investment Services, a highly regarded Registered Investment Advisory firm specializing in full-service comprehensive financial planning. Born and raised in Brockton, MA, Bryan is deeply connected to the South Shore community.

Bryan earned his Bachelor’s degree from Stonehill College, where he honed his financial acumen and strategic planning skills, laying the foundation for South Shore Investment Services.

Bryan has been instrumental in delivering personalized and comprehensive financial planning services to clients across Massachusetts. With a keen focus on retirement planning and estate planning, Bryan’s expertise lies in crafting strategies that empower individuals to achieve their financial aspirations.

South Shore Investment Services proudly serves its clientele with offices strategically located in Norwell, MA, and The Seaport in Boston. These locations enable Bryan to provide convenient access to high-quality financial guidance.

Bryan holds a Series 65 license, showcasing his commitment to adhering to the highest standards of professionalism in the financial industry. This license, combined with his extensive experience, positions him as a dedicated advisor in the realm of investment and financial planning.

Bryan’s dedication to excellence extends beyond the professional sphere. He shares his life with his wife, Cristen, and together they call Bridgewater, MA, home. This sense of community and connection is reflected in Bryan’s approach to financial planning, where he values building lasting relationships with his clients.

Bryan is driven by a mission to demystify the complexities of financial planning and empower individuals to protect their financial futures. His client-centric approach, coupled with a commitment to ethical practices, has earned him the trust of those seeking guidance.

With Bryan Galligan at the helm, South Shore Investment Services continues to be a beacon of financial wisdom, guiding clients through the intricacies of retirement and estate planning with integrity and precision.
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© 2025 Taxes Declassified | Privacy Policy

¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html

Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. South Shore Investment Services and Your Retirement Reality are unaffiliated entities. Licensed Insurance Professional. We are not affiliated with any government agency.

(Company/Agent) does 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.

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. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.