We hope you will join us as we discuss the importance of this new law and how it might effect you! IMPORTANT NOTICE: Due to the Covid-19 virus, this event will […]
The 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, […]
Please join us! We will be discussing downsizing with Kim Stern. Kim Stern has been an Upper Valley resident since 1993 when she and her husband re located from NYC. […]
The Long-Term Care and Medicaid Planning Workshop is a 2 ½ hour educational presentation that will cover planning for incapacity or disability, guardianships, the basics of long-term care insurance, eligibility […]