Calendar of Events
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Long-Term Care and Medicaid Planning Workshop
Long-Term Care and Medicaid Planning Workshop
Join Jamie Thaxton for our Long-Term Care and Medicaid Planning Workshop. This is a 2 hour educational presentation that will cover planning for incapacity or disability, guardianships, the basics of long-term care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.
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The Truth about Estate Planning
The Truth about Estate Planning
Join Renee Harvey as she discusses The Truth About Estate Planning. This workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
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Moving to a Retirement Community
Moving to a Retirement Community
Join two of our clients, Jeanne Childs and Molly Drummond as they give their own perspectives of moving to a retirement community. This will be an enlightening discussion and food for thought on approaching retirement community living.
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How to Settle your Estate without Dying/Helper Training Workshop
How to Settle your Estate without Dying/Helper Training Workshop
Our workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some of the important aspects of the transition from independence to dependence and beyond.