Estate Planning, Long-Term Care and Gifting Links

Caldwell Law has identified a number of estate planning and estate settlement resources available to clients, families, and friends who may wish to learn more about advanced directives, facilities for the ill and aging, planned giving, wealth management, elder law and law practice in New Hampshire and Vermont. Take a moment to scroll down this list of links to other websites you might find useful.

Aging Resource Center

The Dartmouth-Hitchcock Aging Resource Center provides older adults, families, and community members with information, education, and support to help them live healthier and more informed lives. ARC program booklet July 2021

Art Care and Appraisals

Art Care and Appraisals offers independent appraisals of art and antiques as well as consultation, inventory and management of Asian, American, and European fine and decorative arts and antiques.

Center for Shared Decision Making at Dartmouth Hitchcock

The Center for Shared Decision Making opened in 1999 as the first center in the United States dedicated to encouraging doctors and patients to make decisions together.

Community Care of Lyme

Community Care of Lyme is a group of Lyme community members working to protect and promote the well-being of all Lyme residents. By reaching out to neighbors, enhancing service programs, and connecting town resources, Community Care of Lyme is helping build and maintain a strong, resilient community.

NH & VT Council of Charitable Gift Planners

Tim Caldwell is a long-time member, former director, and chair of this organization.

The Dartmouth Memory Handbook

The 5th Edition of the Dartmouth Memory Handbook edited by Robert B. Santulli, M.D, an associate professor of psychiatry at the Geisel School of Medicine at Dartmouth. Caldwell Law is pleased to announce the Handbook in its digital form is available here. The Handbook is full of helpful chapters on various aspects of Alzheimer’s disease, including one written by Tim Caldwell and Renee Harvey.

Dartmouth-Hitchcock Aging Resource Center

This center provides older adults, families, and community members with information, education, and support to help them live healthier and more informed lives.

Dartmouth Dementia Directive

A way to document the medical care you want if you are diagnosed with dementia in the future. A recent Valley News article, where Tim is quoted, and a sample Dartmouth Dementia Directive.


This is the largest and oldest electronic storage and access service for healthcare directives in the nation. DocuBank helps to ensure that medical wishes are known and respected. Many Caldwell Law clients use this service.


Elder Counsel, LLC

This is an association of professionals working together to provide estate planning and long-term care planning tools and education for its members. Caldwell Law is a member of Elder Counsel. is the nation’s only web portal specifically designed to educate the public about the importance of estate planning while also facilitating communication with a local attorney.

Jay Sherwin

In a long and varied career, Jay Sherwin has practiced law, given away money for five charitable foundations, worked as a philanthropy consultant and served as a hospital chaplain. Drawing on all those experiences, Jay created the Life Reflections Project to educate people about legacy letters and ethical wills; he now teaches classes and workshops on legacy writing and helps people craft their own legacy documents. Here is a link to Jay’s presentation and video at our Annual Client Meeting from 2022.


This is the public awareness campaign of the National Committee on Planned Giving with programs across the country for educating the public about the benefits of leaving bequests to charity in wills and estate plans. Caldwell Law is a proud partner of the LEAVE A LEGACY® mission and its local organizer, the LEAVE A LEGACY® NH/VT program, of which Tim Caldwell is the former chair.

National Center on Elder Abuse

The National Center on Elder Abuse (NCEA) provides the latest information regarding research, training, best practices, news, and resources on elder abuse, neglect, and exploitation to professionals and the public. Click here to access state resources in New Hampshire and click here to access state resources in Vermont.

National Council on Aging

Helps community-based organizations develop and implement evidence-based programs that promote healthy lives for older adults.

National Institute on Aging – Center for Healthy Aging

Forefront of the Nation’s research activities dedicated to understanding the nature of aging, supporting the health and well being of older adults, and extending healthy, active years of life for more people.


New Hampshire Bar Association

Tim Caldwell is a member of the New Hampshire Bar Association.

New Hampshire Charitable Foundation, Upper Valley Region

The fundamental purpose of this foundation is to improve the well-being of every community it serves. Many community foundations are dedicated to a city or county. This foundation has a statewide span and was one of the first to develop a regional structure. Both the breadth of vision and deep local knowledge help target philanthropic capital where it will have the greatest impact. This site has a useful feature called the GiftLaw Calculator, which is a handy tool to estimating various gifting scenarios. Use this link to go there right now:  GiftLaw Calculator

New Hampshire Charitable Giving Guide

Looking for strategies and inspiration for charitable giving in the Granite State? Check out the 2018 Charitable Giving Guide, published by New Hampshire Business Review. This year’s issue includes profiles of New Hampshire nonprofits, plus a how-to by the New Hampshire Charitable Foundation’s Richard Peck about creating a culture of giving in your business, and articles about how New Hampshire businesses like Associated Grocers of New England and AG Supermarkets and Pax World Funds are doing strategic giving that strengthens communities.

New Hampshire Funeral Resources

New Hampshire Funeral Resources, Education, and Advocacy (NHFREA) strives to inform consumers and to connect them with appropriate resources. NHFREA also provides information on green burials for those considering an environmentally responsible burial option.

Osher Lifelong Learning Institute at Dartmouth

The Osher Lifelong Learning Institute at Dartmouth (Osher at Dartmouth) is a volunteer organization that provides lifelong educational programs year-round for residents in the greater Upper Valley.

Palliative Care at Dartmouth

Palliative care is an interdisciplinary specialty that focuses on improving comfort and quality of life for patients and families experiencing a life-threatening illness such as cancer; heart, lung and kidney disease; Alzheimer’s Disease and other forms of dementia; and neurological diseases. Palliative care addresses physical, spiritual, emotional, and social aspects of life. Ira Byock, MD, Director, was the featured speaker at Caldwell’s Annual Client Meeting in 2006.

Partnership for Caring

This is a useful resource for advanced directives. (Note: not all forms on this site are up to date.)

Tuck Sleep Foundation

Tuck aims to promote better sleep through unbiased articles and comprehensive resources, including resources created especially for seniors.

Vermont Advanced Directives Registry (VADR)

This is an electronic database that stores advance directive documents for Vermont residents and makes them accessible to hospitals or other medical service providers.

Vermont Bar Association

Tim Caldwell is a member of the Vermont Bar Association.

Vermont Community Foundation

This group offers services for everyone who wants to make a difference. This is Vermont’s largest homegrown grantmaker. Its family of over 570 funds provides more than $10 million in grants per year. They help Vermont-focused philanthropists, organizations, and businesses cultivate their love of giving to the community by helping them learn, lead, and grow through their philanthropy. Thy also help keep Vermont’s nonprofit community vital by offering endowment management and planned giving services, as well as providing other helpful resources.

Visiting Nurse & Hospice of Vermont-New Hampshire

This is a non-profit organization committed to providing quality home health care and support services to individuals and families and community education and wellness programs to individuals and families. Serving nearly 100 towns in Vermont and New Hampshire and covering 3,300 square miles along the Connecticut River Valley, the VNAH cares for about 6,000 people, making 150,000 home visits a year. Tim Caldwell served on the board.

Wealth Counsel, LLC

This is an association of professionals working together to provide estate planning tools and education for its members. Caldwell Law is a member of this group.