Hello, Guardians of Good Cheer!

We hope your Christmas was filled with joy and laughter! As we bid farewell to 2023 and leap into the New Year, our latest newsletter is here to add some sparkle to your planning.

First, gear up for our "7 Essential Questions to Answer Before the New Year" – it's like giving your future self a helping hand.

Also, don't miss our cozy Cocoa and Cookie Drive-Thru. It's our way of spreading a bit of warmth and gratitude – no legal talk, just treats!

And for today, focus on "Refuse to Lose! How to Protect Your Cottage" – we're talking serious strategies to keep your cherished retreat in the family.

As we all step into 2024, we send you our best wishes for a year filled with happiness, health, and prosperity.

Your Family's Personal Attorney,

7 Questions to Answer Between Now and New Year's

Basic Planning concepts

Here are a few basic principles of planning. I learned them in the Army. They are universal. Ignore these basic principles and you’ll wind up like Russians in Ukraine. Pitiful. Don’t be pitiful...

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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, December 28, 11 AM

3 Secrets Workshop - Grand Rapids - Tuesday, January 2, 2 PM and 6 PM

3 Secrets Workshop - Muskegon - Thursday, January 4, 11 AM and 2 PM

3 Secrets Workshop - East Lansing - Friday, January 5, 11 AM and 2 PM

3 Secrets Workshop - Portage - Tuesday, January 9, 2 PM and 6 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 - Muskegon - Tuesday, January 2, 2 PM

Trust Review Workshop - Grand Rapids - Thursday, January 4, 11 AM

Trust Review Workshop - Holland - Tuesday, January 9, 11 AM

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