Annual Client Meeting
ONLINE via Zoom NH, United StatesTHIS EVENT WILL NOW BE VIRTUAL ONLY Given the rise in positive Covid numbers, we have taken the decision to hold our ACM virtually via Zoom ONLY. We are excited […]
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.
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.
Moving to a Retirement Community
Online , United StatesJoin two of our clients, Jeanne Childs and Molly Drummond as they give their own perspectives of moving to a retirement community. This will be an enlightening discussion and food for thought on approaching retirement community living.
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 […]