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 […]
Charitable Giving & Life Insurance
Online , United StatesWe 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. Together they will be looking at how your life insurance can be utilized and gifted.
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 world, it is extremely important to plan for your digital assets. Join Sohier Perry via Zoom, bring your questions and he will guide you with […]
Third Tuesday Titling
Online , United StatesTitling 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 […]
The Truth about Estate Planning
Online , United StatesJoin Tim Caldwell as he 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.