The Lifeplan™planning process involves an ongoing and formal relationship with Caldwell Law after your plan has been created. To keep plans (and clients) up-to-date, the Lifeplan™process includes regular communications from Caldwell Law, meetings designed to review planning and planning options, “helper” training, and ongoing funding/titling assistance.
Taking care of tomorrow means keeping your plan current.
Caldwell Law is dedicated to offering educational programs to our Lifeplan™ clients. We host periodic luncheons with guest speakers sharing their thoughts on a variety of interesting subjects. Click on an event below to learn more.
Upcoming Lifeplan™ Luncheons:
Settlement--Fact or Fiction? Probate is not a 4 letter word! This workshop is designed for the helpers who have been named Executors in someone else's Will. What can you expect? What are your responsibilities? How long will this take? Will I get paid for my work? We will hopefully answer all those nagging questions in […]Find out more »
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. She is the mother of 5 children, aged 27 to 19. Kim founded her business, Homevues, when she recognized the wide-spread need of multi-aged people […]Find out more »
IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. Prior to the event, we will send you an email invitation with a meeting ID and passcode. A webcam and microphone is needed for participating.Find out more »
Lifeplan™ Helper Training Seminars
Helper Training seminar provide an understanding of the duties a fiduciary “helper” performs when someone becomes incapacitated or dies.
Upcoming Helper Training Seminars:
Our workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some of the important aspects of the transition from independence to dependence and beyond.Find out more »
Lifeplan™ Update Sessions
Caldwell Law’s Lifeplan™ clients attend an update session every two or three years because it is important to keep up with evolving laws, tax codes, and life’s changes.
Upcoming Client Update Sessions:
Married/Trust Based Plans
Single/Trust Based Plans
Will Based/Married and Single
There are no upcoming events at this time
As always, we welcome your thoughts and suggestions. Click here for the Suggestion Box Form.
Remember: The client with the best suggestion will be rewarded with a free year of LifeplanTM services. The winner is announced at the Annual Client Meeting.
Would you like to learn more about Caldwell Law’s comprehensive approach to Estate Planning? Click over to the ‘Contact Us’ page to schedule a free introductory meeting.