Out of Office Workshops
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 diagnosed with, or exhibiting the symptoms of, a debilitating health issue. You will have the opportunity to hear about typical issues and problems that can […]
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 care, executors of our will and trustees of our trust. At this session you and your Helpers will learn how your estate plan is supposed […]
Solo Seniors- How to Plan for Aging Without a Family Caregiver
Online , United StatesJoin attorney Renée Harvey, of Caldwell Law, for a discussion of the “elder orphan”. Research has found that approximately one quarter of Americans 65 years and above are aging alone […]