Join Jamie Thaxton as he gives an overview of what “Lifeplan” means, a review of how your plan should work, and the supporting documents available for you and your helpers. He will […]
“The results we deliver go well beyond a liquidity event. We provide peace of mind, so families and businesses can focus on what matters most to them – choices and […]
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.
Join Renee Harvey as she 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 […]