
The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we’ll answer in the simplest way we can. No jargon, we promise.
Episodes

Thursday Jul 17, 2025
EWS- Trusts in Estate Planning: What Are They and Do You Need One?
Thursday Jul 17, 2025
Thursday Jul 17, 2025
Estate Planning Attorneys Elizabeth O’Neil and Rebecca O’Brien hosted an informative webinar on the role of trusts in estate planning. They discussed the various types of trusts and how they can serve a variety of purposes—from avoiding probate and simplifying wealth transfers to reducing estate taxes and protecting assets.
Please enjoy the event replay!
Rebecca O’Brien and Elizabeth O’Neil are the founding partners of O’Brien & O’Neil, LLP, based in Lexington Center. They are committed to delivering personalized, thoughtful legal services at a reasonable cost. Whether you’re creating an estate plan, navigating the loss of a loved one, or seeking resolution through mediation, Rebecca and Liz approach every situation with compassion, clarity, and experience.