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I am excited to share that we have a new leader on our team. Monica Pritchard joined the firm as our Chief Operating Officer. She has spent more than 30 years leading in the professional services, management consulting and manufacturing industries. Monica has taken over the reins from Bill Traywick, who we wish many "holes in ones" in retirement! We truly appreciate all Bill has done for the firm and he will be missed.
More States Asking to Eliminate Retroactive Medicaid Benefits...
Will Michigan be Next?
Arizona and Florida are the latest states to request a waiver from the requirement that states provide three months of retroactive Medicaid coverage to eligible Medicaid recipients.  Medicaid law allows a Medicaid applicant to be eligible for benefits for up to three months before the month of the application if the applicant met eligibility requirements at the earlier time. This helps people who are unexpectedly admitted to a nursing home and can't file -- or are unaware that they should file -- a Medicaid application right away. Read More
Part of the Life Planning we do, is designing the Trusts to accept retirement fund assets. Did you know most Trusts are not designed this way? This could result in your beneficiaries not receiving the maximum protection allowed and may lead to accelerated taxation. Learn some of the rules and concerns when designating retirement account beneficiaries. Read More
Jason Herzog - One of "The Team" Serving Our Families
J ason is a key team member on our Client Services team and handles almost every file, ensuring they are accurately and efficiently processed through our system. I asked Jason to share why he enjoys working with the firm.
"I enjoy it because of the people that I get to work with. Everyday I come to work with a great group of people who are committed to helping the families we serve. Being in Client Services makes it easy to see how our different departments work together to make a difference in all of our families lives. Many of our families come to us in difficult and unique situations. After meeting with one of experts, our families are able to leave our office relieved and confident that we will be able to make the best their situation. Witnessing first hand how we are able to help so many different people makes me look forward to coming to work everyday." 
Let Jason know how he is doing. Click Here to send him an email.
Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help. Although these calculators can yield vastly different results, they can still be useful tools. Read More
There are a lot of common mistakes people make when signing up for Social Security. Join us for our Visiting Expert workshop, Social Security Made Simple, presented by Nancy Courser CLTC, CSFP® The June 13th workshop is now full. We have added one more date!
Thursday, June 14th from 5:30pm - 7:00pm
4965 East Beltline Ave NE, Grand Rapids

  • Learn little known Social Security strategies that could maximize your lifetime benefits.
  • Consider KEY FACTORS you need to know BEFORE applying for Social Security. 
  • When should you apply. Timing is everything!!
Reserve your seat by calling 616-361-8400. Click Here   to register.
Confused about the new tax law and how it may affect you? Join us for our Visiting Expert workshop, 2018 Tax Law Changes - How will I be affected?, presented by Brett Karhoff, CPA, MST with Hungerford Nichols CPAs + Advisors W ith the most significant change to the tax law in 30 years, Brett will help you gain an understanding of how the new law may impact your planning.
Wednesday, July 18th from 5:30pm - 7:00pm
4965 East Beltline Ave NE, Grand Rapids
At this workshop you will learn:
  • What is the “Tax Cuts and Jobs Act”
  • How the changes will affect individuals
  • When will the changes take effect
  • Who will benefit

Reserve your seat by calling 616-361-8400 or register online at (click on the Free Workshops! tab, then Visiting Expert Series) or Click Here to register.
SAVE THE DATE: Third Annual Carrier's Classic Car Cruise-In
Friday, August 10th from 4:00pm - 7:00pm
'56 Chevy Belair
No brylcreem or puddle skirts required! Cars, Music, Food, Fun and our silent auction to benefit the Walk To End Alzheimer's No cost to attend, just your friendship.
Do you have a car you would like to display or know someone who has a classic car? Email Kris the year, make and model.
The Law Offices of David L. Carrier | 616-361-8400 |
Grand Rapids Holland Norton Shores Portage