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 […]
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join us via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to answer your questions and increase the understanding of the importance of titling and how to get it right and keep it right! Sign in with your […]
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 […]
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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
How to Settle your Estate without Dying/Helper Training Workshop
Online , United StatesOur workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some of the important aspects of the transition from independence to dependence and beyond.