Hello, Future-Proof Planners!


Welcome to this week's edition of our newsletter, where every word counts in guiding you through the nuances of securing a robust future.


Firstly, don't miss our Free Estate Administration Workshop. It's your golden ticket to unraveling the complexities of estate administration, demystifying timelines, understanding beneficiary rights, and much more. Knowledge isn't just power; it's peace of mind.


In our featured article, we explore the crucial importance of regular eye exams for seniors. Vision isn't just about clarity; it's about maintaining a life filled with vibrant details.


And finally, tune in to today's video: "Pen at the Ready! Write Your Will!" Dive into the art of will-writing, ensuring your voice echoes your true intentions.


Let's navigate the waters of estate planning and elder care with wisdom and a sprinkle of Carrier charm!


Your Family's Personal Attorney,

Estate Administration workshop!

Join us for a free Estate Administration Workshop in person and via Zoom webinar. Unravel the complexities of estate administration and get clear, actionable insights on:

  • Navigating probate and trust administration timelines.
  • Your rights as a beneficiary.
  • The critical roles and duties of trustees, personal representatives, and more!


When: Monday, February 19, 1:00 PM-3:00 PM

Where: 4965 E Beltline Ave NE Grand Rapids, MI 49525

RSVP HERE

Understanding the Importance of

Regular Eye Exams for Seniors

With medical advancements extending life expectancy, the likelihood of requiring extended medical or assistive care is higher than ever.

However, preparing for these potential needs is a multifaceted challenge:

  • Insurance Options:...
READ MORE

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 - Muskegon - Tuesday, January 30, 11 AM and 2 PM

3 Secrets Workshop - Grand Rapids - Thursday, February 1, 2 PM and 6 PM

3 Secrets Workshop - East Lansing - Thursday, February 1, 6 PM

3 Secrets Workshop - Holland - Tuesday, February 6, 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 - Grand Rapids - Tuesday, January 30, 11 AM

Trust Review Workshop - Muskegon - Thursday, February 1, 1 PM

Trust Review Workshop - Holland - Tuesday, February 8, 4 PM

Trust Review Workshop - Portage - Tuesday, February 20, 2 PM

Answering the hard questions


Today: Pen at the Ready! Write Your Will!

🌟 Part 1: Embark on Creating Your Aretha Franklin Style Will!

Join us in the first step of this vital exercise.

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