“The results we deliver go well beyond a liquidity event. We provide peace of mind, so families and businesses can focus on what matters most to them – choices and the ability to make their own decisions." Join Jon Mendelsohn as he discuss the importance of Repurposing Life Insurance.
Join 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.
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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
Titling is the bane of successful estate planning. It doesn’t have to be so. Join Tim Sheble-Hall 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 lunch […]
Join 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.
A legacy letter is a written document that captures who you are and what matters most to you. It allows you to reflect on your important life experiences and transmit your values and life lessons to future generations.
Titling is the bane of successful estate planning. It doesn’t have to be so. Join Tim Caldwell 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 lunch […]
Join 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.
Featuring Caldwell Law's Tim Caldwell and VNH on a discussion uplifting both National Hospice & Palliative care month and the importance of care planning as a way to care for the caregiver during National Family Caregivers Month. This will be an in-person discussion at the Lyme School, Lyme, NH.
This is our 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.
Join Jamie Thaxton 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.
Please join us on December 11, 2024 at 5:00pm at the AVA Gallery and Art Center in Lebanon, NH. This is our 11thyear hosting our Holiday Reception at AVA Gallery, we are very grateful for the continuation of this tradition. A special thanks to the AVA for providing us with a wonderful experience.
