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.
Write Your Own Obituary
Who knows you better than yourself? Join Bryan Marquard of the Boston Globe as he highlights what you should be thinking about to write your own obituary.
The Truth About Estate Planning
ONLINE via Zoom NH, United StatesJoin Tim Caldwell as he 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 […]
Third Tuesday Titling
ONLINE via Zoom NH, United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Tim Caldwell for our Third Tuesday Titling Tutorial. These sessions are designed to answer your […]
Annual Client Meeting – In Person
Montshire Museum in Norwich, VT 1 Montshire Rd, Norwich, VT 05055We are pleased to announce that Patricia O'Connor will be our guest speaker at our Annual Client Meeting to be held at the Montshire Museum in Norwich, VT. Pat is […]