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:
We are living longer than at any time in our history. We need to learn to make decisions and enlist assistance to keep our finances safe. Join us as Tori Lloyd presents on learning ways to prevent financial abuse and exploitation. You will learn about current scams and techniques you and your “helpers” should know […]Find out more »
Learn how your plan will work if you lose capacity, and after your death. Join us to better understand helper roles and responsibilities. Are YOUR HELPERS ready? This session is designed to help you answer "YES!" to the 4th question we want all our clients to answer yes to: Do my helpers have a clue […]Find out more »
In 2013, Vermont became the fourth state to legalize medical aid in dying for people with terminal illnesses. Patient Choices Vermont (PCV) was the lead advocacy organization behind the adoption of Vermont's Patient Choice at End of Life Law (Act 39). In this session, we invite you to discuss end-of-life decision-making and share your thoughts […]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.