Back-to-school, Back-to-organization - Family Legal Partners, P.C.

Hi Everyone,

Happy Wednesday!!!

For many, your children have returned back to school and you are starting to establish a new school-year routine. This is the perfect time of year to get organized, finish the year off strong, and think about goals you have for the following year. Yes, now, not in January. 😉

For those that you may know that do not have an estate plan in place, we are kicking off our seminar season strong! Please visit familylegalpartners.com/events for a list of our upcoming events and share with those you know that are in need of an estate plan or a plan update.

Our first event, “What to Keep and What to Shred: A Roadmap to Your Financial Documents,” is Wednesday, September 20th at 6:30 P.M. at Charles River Bank in Medway, MA. In this seminar we’ll cover how to manage your investment paperwork, how to stay organized during tax season, and how to properly store legal documents. For those of you with paper overwhelm, you won’t want to miss this! Please e-mail Catrina Lopes at [email protected] or call (508) 321-3115.

Now is the time to get yourself organized! Contact us if you need to review beneficiary designations, update your estate plan, or need help getting your financial plan in place. Happy Fall and we look forward to hearing from you soon!

Until next time,
Amy

About the Author

Jason M. Carrozza is a partner and founder of Family Legal Partners, P.C., previously owning Carrozza Law Office, P.C., which focused on estate planning, probate administration, and business formation. He was recognized as a Massachusetts Rising Star by New England Super Lawyers and Boston Magazine in 2014, 2015, and 2016, an honor given to no more than 5% of attorneys in the state. Graduating magna cum laude from New England Law and ranked 3rd in his class, Jason completed his undergraduate degree at the University of Tampa. He gained experience in civil litigation, divorce, corporate, and insurance defense law firms before opening his practice in 2004. Jason is admitted to practice before the Massachusetts Courts, is a trained family law mediator, and a member of the Massachusetts Council on Family Mediation. He has volunteered for pro bono panels with Senior Partners For Justice, South Middlesex Legal Services, and the New Center for Legal Advocacy. Dedicated to his community, he has served in various leadership roles including vice president of the Bellingham Business Association and Master of Excelsior Lodge of Massachusetts Freemasons. He teaches Estate Planning Basics at the Tri County Continuing Adult Education program and speaks at estate planning seminars throughout the year. An avid baseball fan and history enthusiast, Jason enjoys outdoor activities and spending time with his family. He lives in Massachusetts with his wife, Katrina, and their children, Zachary and Madelyn.