Wills and trusts are separate documents and serve different purposes. The purpose of a will may be to direct that assets that are not currently in a trust be poured into a trust upon your death. You may have assets not properly funded that you want to go to certain beneficiaries named in the trust. If you are involved in a lawsuit when you die, your will can pour assets into your trust so that the named trust beneficiaries get those assets. Click here and learn more with our free resources.

Your Family's Personal Attorney,

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 us to learn tips for:

  • Managing someone else’s finances
  • How to prepare for future care costs
  • Benefits of early planning

Register here or call (269) 350-2323

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Don’t wait for a crisis to occur!

When it comes to managing your healthcare, the law makes it very clear about who can and cannot receive updates on your status, talk to medical professionals about your care, and help make critical medical decisions. These laws help protect your private information, but they also can make it difficult for your loved ones to help care for you.


Fortunately, there are ways to ensure your caregivers will have access to your records and be able to make decisions on your behalf when the time comes. Still, you must establish these legal permissions before they are needed.


Unfortunately, many people don’t realize they need legal documents to be able to help with the care of a loved one until it is too late.


Here are three documents you should consider having drafted to ensure that your caregivers have the authority to receive information and to make decisions for you when you are unable:


HIPAA Authorization Form


Power of Attorney

Advanced Health Care Directive


Once a healthcare emergency occurs, it’s usually too late to create these documents. Avoid unnecessary confusion and stress for your loved ones by talking to them now and getting these documents in place.

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.

Holland - Wed. November 30 - 1PM
Portage - Friday, December 9 - 1PM
Norton Shores - Sat. Dec. 3 - 10AM
Grand Rapids - Sat., Dec. 17 - 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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