Estate Planning Workshops
Downsizing with Kim Stern
Online , United StatesPlease join us! We will be discussing downsizing with Kim Stern. Kim Stern has been an Upper Valley resident since 1993 when she and her husband re located from NYC. She is the mother of 5 children, aged 27 to 19. Kim founded her business, Homevues, when she recognized the wide-spread need of multi-aged people […]
The Truth about Estate Planning
Online , United StatesThe Introduction to Estate Planning 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. IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. Prior to the event, we will send you […]
Asset Protection & Tax Strategies in a Low Interest Environment
Online , United StatesTim Caldwell presents ways to take advantage of strategies to help protect your assets and minimise tax in a low interest environment.
The Truth about Estate Planning
Online , United StatesThe Introduction to Estate Planning 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, […]
The Truth about Estate Planning
Online , United StatesThe Truth About Estate Planning 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, […]