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As you live your life, there are always at least two (2) critical questions that you cannot avoid and must deal with:

1. Do I have enough money and stuff?

2. Do I feel OK today?

When you are basically healthy and relatively sane, it is up to you to figure out the answers to these questions. Then, depending on your answers, you make decisions...>READ MORE


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Visiting Experts Series

Managing Money: A Caregiver’s Guide

to Finances

Thursday, January 12, 5:30PM

If you or someone you know is facing Alzheimer’s disease, dementia, or another chronic illness, it’s never too early to put financial plans in place.

Join Jim Mangi, PhD and learn how to manage someone else’s finances and how to prepare for future care costs.


Register here or call (269) 350-2323

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Planning for your assets

Are you finally ready to sit down and get comfortable having the uncomfortable talk? Then it is time to prepare for the conversation to be as comprehensive and productive as possible.

 

To effectively plan for your future and create a plan to protect what's yours, you must first start with a complete list of your assets. If you are meeting with an estate planning attorney or a financial planner, it may be advised that you have a copy of the most recent statements and documents related to your assets.

 

The following is a list of commonly held assets that should be included in your conversation:


  • Investment or brokerage accounts
  • Cash and bank accounts
  • Retirement accounts
  • Real Estate and other valuables
  • Succession planning for businesses
  • Life insurance policies


Once you have compiled this information and thought about who you would like to leave these assets to, you are ready to make a solid plan to protect and preserve your legacy.

 

We specialize in educating and helping you protect what you have for the people you love the most. Contact us here to learn more about how we can help.


Free LifePlan™ Workshop

Give one hour at the workshop, get a lifetime of guidance.

Attend a FREE estate planning workshop!

In-person - Choose from Grand Rapids, Holland, Norton Shores, or Portage.

Portage - Friday, December 9 - 1PM
Norton Shores - Sat. Dec. 3 - 10AM
Grand Rapids - Sat., Dec. 17 - 10AM
Holland - Thurs. December 22 - 10AM

On-Demand - Learn about estate planning when you are ready, at your convenience. There is no specific time - tune in when it works for you. Simply register, and we will email you a link. >REGISTER HERE

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