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:
Join us as Lee Webster presents on Eco-friendly and Affordable Funerals, Burials and Everything In Between. We look forward to having you join us! IMPORTANT NOTICE: Until further notice, this will be held as a webinar.Find out more »
Dr. Santulli is an honorary professor of psychiatry at the Geisel School of Medicine at Dartmouth College. He has been working with colleagues to develop a dementia directive, dubbed the Dartmouth Dementia Directive (DDD). The DDD is designed to supplement one’s Advance Directive, most of which focuses on end of life situations. The DDD helps […]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. IMPORTANT NOTICE: Until further notice, this will be held as a webinar.Find out more »
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.