Get Answers
to Your Estate Planning Questions
Here is an easy to use estate planning process. Caldwell Law will help you understand the issues, plan for today and tomorrow, and make sense of the variety of choices to be considered when planning your estate.
If you want to learn about trusts, the advantages of a living trust, planning long-term care, elder law, or how to achieve guardianship over a parent or child, we can help.
Scroll down on this page to check out the many social events, free workshops and professional teleconferences we offer. All dates and times are listed below. You can register for these events by clicking on this link, which can be found here and at the bottom of the page: Register now for estate planning events by clicking here.
Free Estate Planning Workshops
Caldwell Law hosts two or more introductory workshops every month.
During these workshops, our New Hampshire and Vermont lawyers explain various aspects of estate planning.
We'll cover topics such as incapacity or disability, estate tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
Upcoming Estate Planning Workshops:
September 7 – 4 to 6 pm
September 23 – 2 to 4 pm
October 5 - 4 to 6 pm
October 28 - 2 to 4 pm
Upcoming Estate Planning Long-Term Care Workshops
September 15 – 3 to 5 pm
October 13 – 3 to 5 pm
Professional Teleconferences - Lunch Provided
Professional continuing education credits are given for attending these luncheon programs during which a recognized expert speaks on a topic financial planners, insurance agents, and accountants need to know in order to help their clientele. A light lunch is served.
August 26 - 12:45 to 2:00 pm - Advanced Generation Skipping Transfer Tax Planning
September 22 – 12:45 to 2 pm – The New Math of Estate Planning
October 21 – 12:45 to 2 pm – IRAs in Review
November 18 – 12:45 to 2 pm – Year End Planning Opportunities
Estate planning and administration has many factors to consider. It is a good idea to take advantage of these free events. Whether your concern is special needs, how to avoid probate, guardianship, elder care law, or asset protection, we can help you learn what you need to know to protect you and your beneficiaries for generations.
Special Event
September 21, 2010 – 6 to 7:30 pm
Topic: Social Security Income is a Big Part of Your Retirement
Kenneth Baron, Metropolitan Public Affairs Specialist, Social Security Administration
Social Security plays a role in everyone’s retirement strategy, but how well do you understand how the program works and your level of benefit eligibility? Kenneth Baron has worked for the SSA for 29 years. He took on his current role 2008. He will answer your questions about Social Security and fill you in on facts you should know, such as:
- How your retirement benefits and those of a spouse are calculated
- Your eligibility for full retirement benefits
- The choices you have regarding when to start receiving benefits
- How benefits are affected when a spouse dies
- Whether income you earn may reduce your benefits
- The importance of your annual SSA statement
- How early you can qualify for Medicare
- Qualifying for disability benefits
This is an opportunity for you to hear from an SSA expert. Living the retirement of your dreams is about making smart choices. You gain the knowledge to make sure you receive the level of Social Security benefits you have earned.
October 26 – 4:30 pm – Hood Museum Reception and Lecture - Two Exhibits:
Frank Stella: Irregular Polygons - Frank Stella has a long history with Dartmouth College, as Artist-in-Residence. He made what became known as the Dartmouth series. He also made another series, the Irregular Polygons, named after towns in New Hampshire. This series involves exploded sculptural geometries, first on a flat surface, but later, on relief sculptural paintings that project off the wall several feet. This exhibition explores ideas about space and illusion that Stella has made his own artistic path.
Native American Ledger Drawings - This collection is the largest, most diverse of its type in private hands. Curated by Joe Horse Capture, this exhibition features drawings depicting the struggle for cultural survival and the Native adaptation to an imposed non-Native lifestyle in the profound upheaval among the Plains peoples during the second half of the nineteenth century.
Client Update Working Sessions:
Taking Care of Tomorrow Means Keeping Your Plan Current
Caldwell'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 situations.
Upcoming Client Update Programs: Married/Trust Based Plans
August 12, 2010 - 12:30 to 2:30 PM
August 26, 2010 - 10:00 AM to Noon
September 29, 2010 - 10:00 AM to Noon
November 4, 2010 - 12:30 to 2:30 PM
November 16, 2010 - 12:30 to 2:30 PM
Will Based Plans/Married and Single
October 7, 2010 - 10:00 AM to Noon
Upcoming Client Update Programs: Single/Trust Based Plans
September 14, 2010 - 12:30 to 2:30 PM
October 20, 2010 - 10:00 AM to Noon
Lifeplan™ Helper Training Seminars
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These seminars are held several times a year for Lifeplan™ clients and their trustees, executors, and agents.
Helper Training seminars provide an understanding of the duties a fiduciary "helper" performs when someone becomes incapacitated or dies. |
Upcoming Client Updates: Helper Training
November 24, 2010 - 2:00 to 4:00 PM
November 17th is the date of Caldwell’s first webinar, so if you cannot make it to the workshop on November 24th, you can still participate online. More information to come.
