Completing Your Asset Review Report
Online , United StatesJoin Lise Solbeck as she takes you step by step to complete your Asset Review Report (ARR). Did you just receive your 3 year letter and need to update your ARR? Do you have new assets that need to be added to your report? Having troubles with the online format? These are all questions that […]
Solo Seniors- How to Plan for Aging Without a Family Caregiver
Online , United StatesJoin attorney Renée Harvey, of Caldwell Law, for a discussion of the “elder orphan”. Research has found that approximately one quarter of Americans 65 years and above are aging alone without a spouse, adult children or relatives to rely on for assistance and company during senior years; the majority of them are women. Experts on […]
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.
Secure Shredding
Caldwell Law Office 367 Route 120, Lebanon, NHCome with your papers that need to be shredded and join us for a coffee and sticky bun.
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck 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 […]