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.
Who knows you better than yourself? Join Bryan Marquard of the Boston Globe as he highlights what you should be thinking about to write your own obituary.
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.
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 […]
We are pleased to announce that Patricia O'Connor will be our guest speaker at our Annual Client Meeting to be held at the Montshire Museum in Norwich, VT. Pat is a nurse practitioner board certified in hospice and palliative medicine and adult medicine, and author of the book "Navigating Life's Final Journey". Some of you […]