LIFEPLAN

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.


Lifeplan™ Luncheons

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:

Palliative Care with Kathy Kirkland

Palliative Care with Kathy Kirkland

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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Join Dr. Kathy Kirkland, Section Chief & Director of the Palliative Medicine Program at Dartmouth-Hitchcock, Professor of Medicine in the Dorothy and John J. Byrne, and Jr. Distinguished Chair in Palliative Medicine at the Geisel School of Medicine, as she explores palliative care role-plays and the ramifications of palliative care for advance directives. Please join us for […]

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18 September 2019
Death & Dignity with Susan Gillotti

Death & Dignity with Susan Gillotti

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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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 […]

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23 October 2019
Caregiving & Downsizing with Ellie’s Family Home Care

Caregiving & Downsizing with Ellie’s Family Home Care

Hanover Road Professional Center, 367 Route 120, Suite B-6
Lebanon, NH 03766 United States
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If you plan to stay in your home and community as long as you can, it's never too early to begin to understand and connect with resources and opportunities where you live. As we age, it is interdependence, more than independence, that is central to health and happiness. Every place is different, shaped by those […]

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13 November 2019


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:

How to Settle your Estate without Dying/Helper Training Workshop

How to Settle your Estate without Dying/Helper Training Workshop

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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Free

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.

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27 November 2019


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: 

Express Update

Married/Trust Based Plans

Single/Trust Based Plans

Will Based/Married and Single

There are no upcoming events at this time


CLIENT SUGGESTIONS

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.