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Helping your Helpers
Helping your Helpers
Join attorney Renée Harvey of Caldwell Law at the Aging Resource Center for a “Helper” training session. Helpers are those we appoint as our agents for financial affairs and health care, executors of our will and trustees of our trust. At this session you and your Helpers will learn how your estate plan is supposed […]
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Second Tuesday Titling
Second Tuesday Titling
Our titling workshop will take place on the SECOND Tuesday of the month in May. Titling 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 are designed to answer your questions and increase the understanding […]
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Tidy with Joy
Tidy with Joy
The Konmari Method, developed by Marie Kondo (author of the international bestseller “The Life Changing Magic of Tidying Up”), is an approach to going through all of the items you own and identifying which ones spark joy, then storing them in a way that brings order and calm to your home. The results bring transformation […]
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Annual Client Meeting – In Person
Annual Client Meeting – In Person
This year our Guest Speaker is Vincent D. Pellegrini, Jr, MD, Professor of Orthopaedics, Geisel School of Medicine, Dartmouth and Vice Chair, Orthopaedic Education and Research Affairs. He will be addressing how we stay active as we age, as well as expectations of joint replacement and how orthopaedic surgery improves quality of life by helping […]
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The Truth about Estate Planning
The Truth about Estate Planning
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.
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Annual Client Meeting – In Person
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