Annual Client Meeting
Online , United StatesWe are delighted to announce Dr. Catherine Florio Pipas as this year's guest speaker at our Annual Client Meeting! Dr. Pipas is currently a Professor at Geisel School of Medicine, Dartmouth. She is committed to working with others to provide training for healthy individuals and healthy organizations. Please see below to learn more about […]
The Truth about Estate Planning
Online , United StatesThe Introduction to Estate Planning 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. IMPORTANT NOTICE: Due to the Covid-19 virus, the event being offered will be held as a web-based workshop and […]
Long-Term Care and Medicaid Planning
Online , United StatesThe Long-Term Care and Medicaid Planning Workshop 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. IMPORTANT NOTICE: Due to the Covid-19 virus, the event being offered will […]
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 of the important aspects of the transition from independence to dependence and beyond. IMPORTANT NOTICE: Due to the Covid-19 virus, the event being offered will […]
The Truth about Estate Planning
Online , United StatesThe Introduction to Estate Planning 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. IMPORTANT NOTICE: Due to the Covid-19 virus, the event being offered will be held as a web-based workshop and […]