Calendar of Events
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Annual Client Meeting
Annual Client Meeting
We’re excited to introduce our colleagues and share more about the work we’re doing together. Join us at the AVA Art Gallery in Lebanon for a special evening with the Legacy Counsellors team! Come connect with fellow professionals, enjoy some art, and meet the people behind the planning. There will be a brief presentation at […]
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Long-Term Care and Medicaid Planning Workshop
Long-Term Care and Medicaid Planning Workshop
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.
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The Truth About Estate Planning
The Truth About Estate Planning
Join us as we discuss 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.
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