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. She is the mother of 5 children, aged 27 to 19. Kim founded her business, Homevues, when she recognized the wide-spread need of multi-aged people […]
Long-Term Care and Medicaid Planning
Online , United StatesThe Long-Term Care and Medicaid Planning Workshop is a 2 ½ 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. IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. […]
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 […]