Elder Law, Estate Planning, and Estate Settlement Free Resources

Estate planning has many factors – each with numerous aspects, details, and choices. Once in place, an estate plan should be reviewed periodically to make certain it stays rock-solid in spite of new laws, tax codes, and you and your beneficiary’s evolving life situations.

Please accept these complimentary materials aimed to keep you informed and up-to-date with all your estate planning questions.

To start you off, here’s a zany, amusing, informative Dr. Seuss-style rhyme about advance directives. If you like that, check out Tim Boon’s full interview here.

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Elder Law, Estate Planning, And Estate Settlement Audio Recordings

The Aging Smart Radio Network, sponsored by ElderLawAnswers, records an interview each week with a nationally recognized expert. Harry S. Margolis, the founder and president of ElderLaw Answers, conducts these interviews.

As an elder law attorney, Tim Caldwell has made these recordings available through this website with your newsletter subscription.

Topics include:

  • Family disputes involving elders
  • Staying younger longer
  • Retirement
  • Prescriptions and drug interactions
  • Social Security
  • Medicare
  • Widow/widowerhood
  • Avoiding exploitation
  • Staying mentally focused
  • Dementia
  • Financial planning

… and many more elder law estate planning subjects. You’ll have instant access to each of these recordings with your subscription to our newsletter.

Workshops

Caldwell Law hosts two or more introductory workshops each month. Everyone is invited. All events are located at Caldwell Law’s office.

Interested in attending a workshop? Click here.

Caldwell Law encourages you to take advantage of the many ways you can learn about wills and trusts, asset protection, living trusts, special needs trusts, probate funds from death, how to avoid probate, and elder care law.

Digital Estates

Managing your “digital estate,” was one of the topics discussed at our Annual Client Meeting last May. One of the challenges, as with other assets, is identifying the digital assets you own and giving your fiduciaries instructions with respect to these assets. For an estate planning tool referred to as a “Digital Audit,” please contact our office and we will send you information.

For a primer on some of the questions addressed in dealing with digital estates click here to listen to a recording broadcast on NHPR on April 3rd.

New Look at End of Life Care

Having an up to date Advance Directive is a critical part of everyone’s estate plan. Reviewing your wishes with your health care agent, your medical team and your family is an important part of the planning process. For a thoughtful discussion about planning for end of life care, click on this link to hear Ira Byock, MD, of DHMC, one of our previous Annual Client Meeting speakers, interviewed by Jane Lindholm of Vermont Public Radio.

Why Doctors Die Differently

Careers in medicine have taught them the limits of treatment and the need to plan for the end. Click here for an interesting article from the Wall Street Journal.

Ready to Get Started?