The Truth about Estate Planning


Join 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 […]

Charitable Giving & Life Insurance


We are happy to host a joint collaboration between Sara Lang of NH Charitable Giving Foundation, Emilye Pelow Corbett of The VT Community Foundation and Jon Mendelsohn of Ashar Group.  […]

Digital Asset Review Workshop

Have you ever wondered how your digital assets are managed when you are unable to manage them yourself? What happens to all your online accounts when you die? In today’s […]

Third Tuesday Titling


Titling is the bane of successful estate planning. It doesn’t have to be so. Join Tom Weir, our Titling Coordinator via Zoom for our Third Tuesday Titling Tutorial. These sessions […]