Timely Event at Bridgewater State University - Weygand Hall in Bridgewater, MA
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
Bridgewater State University – Weygand Hall
351 Great Hill Dr, Bridgewater, MA 02324
Event Options:
– Tuesday, June 17 at 6:00 p.m. – Thursday, June 26 at 6:00 p.m.
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 Bridgewater State University – Weygand Hall 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 Your Retirement Reality. 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!
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 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.
Meet Your Host
Bryan Galligan | President & Founder | South Shore Investment Services
Bryan holds a bachelor’s from Stonehill College and is a certified Estate and Trust Specialist, further enhancing his expertise in providing strategies for retirement and estate planning. Early in his career, Bryan realized financial planning wasn’t just about investments—it also included important legal documents to protect assets. This insight led him to work closely with an in-house attorney who helps set up essential legal protections for clients, helping ensure their financial futures are stable.
With a Series 65, Bryan brings a high standard of professionalism to his advisory services. Through offices in Norwell, Mass., and The Seaport in Boston, he provides personalized financial strategies with a focus on long-term planning. His client-centered approach—grounded in integrity and ethical practices—has earned him the confidence of clients across Massachusetts.
When he’s not working, Bryan enjoys spending time with his wife, Cristen, and their son, Cash. He also enjoys playing golf and attending Stonehill baseball games, staying connected to his alma mater.
© 2025 Your Retirement Reality | 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.
South Shore Investment Services 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.
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.