The Truth about Estate Planning
Online , United StatesThe Introduction to Estate Planning workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more. IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. Prior to the event, we will send you […]
Estate Settlement: Fact or Fiction? Presented by Pam Brackett
Online , United StatesSettlement--Fact or Fiction? Probate is not a 4 letter word! Join us as we answer questions such as - When is Probate required? What does "settling your estate" mean? What happens at my death? What is the difference between an Executor and a Trustee? What are the immediate tasks of an Executor or Trustee? What does "distributing […]
Navigating the SECURE ACT
Online , United StatesWe hope you will join us as we discuss the importance of this new law and how it might effect you! IMPORTANT NOTICE: Due to the Covid-19 virus, this event will […]
The Truth about Estate Planning
Online , United StatesThe Introduction to Estate Planning workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate tax planning, asset protection trusts, probate laws, […]
Downsizing with Kim Stern
Online , United StatesPlease join us! We will be discussing downsizing with Kim Stern. Kim Stern has been an Upper Valley resident since 1993 when she and her husband re located from NYC. […]