Clear & Actionable
Breaks down estate planning concepts in plain language, making them easy to understand and implement.
Love, Marriage
& Legal Protection
Estate planning essentials for couples
A Thoughtful Approach to Estate Planning for Couples
Many couples spend years building a life together — a home, savings, investments, and shared dreams — but far fewer take the time to plan for how everything will be protected and passed on in the future. Beyond day-to-day responsibilities, there are crucial decisions that shape long-term security: wills, trusts, healthcare directives, tax planning, and guardianship arrangements. These aren’t just legal documents; they’re the foundation of stability and peace of mind for you and the people you love.
Estate planning is about more than preparing for the unexpected — it’s about ensuring your wishes are respected, your assets are preserved, and your partner and family are protected no matter what life brings. With thoughtful planning and the right legal guidance, you can minimize tax burdens, avoid unnecessary conflicts, and make sure your legacy reflects your shared values and intentions.
By planning together today, you create clarity, confidence, and security for tomorrow — knowing that the life you’ve built side by side will continue to support and protect your loved ones for generations to come.
Strengthen your family’s financial foundation
Build long-term security with a clear estate plan designed to protect your shared assets, support your partner, and provide stability for your family through every stage of life — no matter what the future brings.
Protect your loved ones and reduce uncertainty
Safeguard your spouse, children, and beneficiaries with the right legal documents in place, helping prevent disputes, avoid unnecessary court involvement, and ensure your wishes are respected when it matters most.
Minimize taxes and preserve your legacy
Use smart estate planning strategies to reduce tax burdens, protect inherited assets, and maximize the value passed on to the people you care about — keeping more of what you’ve built within your family.
Official Event Access
Love, Marriage & Legal Protection
This live program will bring together legal and financial professionals to educate business owners on why estate planning is essential to the success and longevity of their businesses.
10
February
2026
1PM
ET
Cost:
Complimentary (registration required)
Mark Montanaro leads the firm at MontanaroLaw, P.C., and has shaped the practice to serve the estate planning and long-term planning needs of individuals and families in the local community. Since the firm’s inception in 2014, Mark has become a trusted advisor to clients seeking guidance on protecting their assets, preserving family wealth, and ensuring their wishes are honored. He is known for providing clear, practical legal counsel paired with thoughtful planning strategies tailored to each client’s unique personal and financial circumstances. This is where Mark’s skills shine the brightest.
Mr. Montanaro has extensive experience assisting clients with comprehensive estate planning, including the preparation of wills, trusts, powers of attorney, and advance healthcare directives. He also advises families on probate and trust administration, helping them navigate the legal process with confidence and clarity. Mark’s professional background and continued practice in these areas allow the firm’s clients to benefit from a wide range of services designed to safeguard their futures and provide peace of mind for themselves and their loved ones.
Get the Guide That Completes the Event
Whether you attended the session or not, this guide is your personal roadmap to protecting and growing your business long after the event ends.
Our Future-Proofing Your Business and Legacy Guide expands on the core topics discussed during the event — with checklists, real-world examples, and practical next steps you can act on immediately. It’s designed to help business owners like you apply expert strategies at your own pace, anytime, anywhere.
Step-by-Step Guidance
Each chapter includes practical tasks and considerations to help you secure your estate and protect your family.
Expert Insight
Created by experienced estate planning attorneys, combining legal knowledge with real-world best practices.
Always Accessible
Download once, reference anytime—your go-to resource for clarity and peace of mind.