Hello!

As we ride the wave of the new year, our latest newsletter comes barreling in, packed with insights and treats just for you!

First on the docket: "5 Common Estate Planning Mistakes to Avoid". Think of it as your personal cheat sheet to sidestep the pitfalls that even the smartest cookies sometimes tumble into. We're here to keep you sharp and your legacy plan even sharper!

Now, for a sweet reminder: Our Cocoa and Cookie Drive-Thru is happening next Friday! Mark it down – is going to be a festival of cocoa, cookies, and community spirit!

And don't miss today's feature: "Get the Benefits You Deserve". Because, let's face it, you've worked hard enough. Our latest video is all about ensuring your efforts don’t go unnoticed. Learn how to claim what's rightfully yours and enjoy the fruits of your labor.

Let's make 2024 a year of smart moves, sweet treats, and well-deserved rewards!

Your Family's Personal Attorney,

5 Common Estate Planning Mistakes to Avoid

Estate planning is an essential part of financial planning, but it can be a complex process. Unfortunately, many people make common estate planning mistakes that can have serious consequences. In this blog post, we will discuss five of the most common estate planning mistakes and offer tips on how to avoid them.

Circle January 19th on your calendars and get ready for our delightful Cocoa and Cookie Drive-Thru event! We're rolling out the red carpet at our main office for a day filled with warmth and sweet treats.

Join us for this heartening gathering where we'll be dishing out piping hot cocoa and scrumptious cookies, all courtesy of us! This is our little way of showing appreciation and keeping the festive spirit alive. Swing by, enjoy a tasty treat on us, and bask in the glow of good company and cheerful smiles. Looking forward to welcoming you! 🍪☕🎉

RSVP HERE

Ready to secure your future?

America is getting older. Prices for everything are skyrocketing. Lose it now, and you’ll never get it back! Fundamental mistakes infecting traditional estate planning exploded at the 3 Secrets Workshop!

3 Secrets Workshop - Holland - Thursday, January 11, 11 AM and 2 PM

3 Secrets Workshop - Grand Rapids - Tuesday, January 16, 11 AM and 2 PM

3 Secrets Workshop - Muskegon - Thursday, January 18, 2 PM and 6 PM

3 Secrets Workshop - East Lansing - Friday, January 19, 11 AM and 2 PM

3 Secrets Workshop - Portage - Thursday, January 25, 11 AM and 2 PM

Already made a plan with us?

Ensure your estate plan remains responsive to your life's changes. Join our Trust Review Workshop to review and fortify your existing plan – stay ahead, stay secure.

Trust Review Workshop - Portage - Thursday, January 11, 11 AM

Trust Review Workshop - Grand Rapids - Tuesday, January 30, 11 AM