Workshops
Long-Term Care and Medicaid Planning Workshop
Online , United StatesJoin 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.
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Tom Weir, our Titling Coordinator via Zoom for our Third Tuesday Titling Tutorial. These sessions […]
The Truth about Estate Planning
Online , United StatesJoin 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 […]
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 […]
Second Tuesday Titling
ONLINE via Zoom NH, United StatesOur titling workshop will take place on the SECOND Tuesday of the month in May. Titling is the bane of successful estate planning. It doesn’t have to be so. Join […]