Out of Office Workshops
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 […]
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 […]
Helping your Helpers
Online , United StatesJoin attorney Renée Harvey of Caldwell Law at the Aging Resource Center for a “Helper” training session. Helpers are those we appoint as our agents for financial affairs and health […]