Out of Office Workshops
VNH Planned Giving: Leaving a Lasting Legacy
Online , United StatesSharon Giguere, Community Relations and Marketing Manager at VNH, will talk with Timothy Caldwell about estate planning and planned giving. You can watch via a link to Facebook Live by […]
Charitable Planning Options
Online , United StatesOsher presents Tim Caldwell discussing Charitable Planning Options. Please register on the Osher website by clicking here.
The Secure Act: What you Need to Know
Online , United StatesTim Caldwell will be a guest speaker for a program hosted by his colleagues @ the Family Estate Planning Law Group in Lynnfield, MA In December 2019, President Trump signed into law the SECURE Act, which is the most significant legislation to affect qualified retirement plans (IRA, 401k, Roth, etc.) in almost two decades. This […]
Planning for Incapacity
Online , United StatesJoin attorney Renée Harvey for a discussion of incapacity planning considerations through the Aging Resource Center. We will discuss the estate and long-term care planning considerations in advance of being […]
What the Future Holds – A Long Term Care Discussion
Online , United StatesJoin attorney James Thaxton as he discusses long-term care planning considerations through the Aging Resource Center. It is imperative that seniors, those approaching retirement age, and the families of those […]