Why Your Shiny Brand-New Estate Plan

Is A Dangerous Clunker

Hello!

Here are some simple questions that nobody asks until it is too late...

Would you happily put your kids in the back seat of a Pinto? Why Is LifePlanning™ never obsolete? Is a “Pinto” plan “Good Enough” for your spouse and family? For you? Why don’t you deserve “Cadillac” Planning? Is the “Cadillac” plan too good for your spouse? Your family? Why? Read the answers

Have a great week, hope to see you in one of our workshops.

Upcoming workshops

Visiting Expert Series

Taste of AARP – All the Offerings AARP Serves Up

SAVE THE DATE:

February 16 - 2PM

In this free VIRTUAL workshop, you will learn about:

Smorgasbord of services
Benefits, discounts, and membership
Navigating the Virtual Community Center
Staying active and engaged with AARP

Presented by Jennifer Feuerstein

Associate State Director AARP MI

Educational Series

Cryptocurrency & Your Estate Plan

SAVE THE DATE:

February 24 - 10AM

In this free VIRTUAL workshop, you will learn about:

Safe hands on your crypto after death or incapacity
Protecting Cold Wallets, Hot Wallets, Paper Wallets, and Private Keys
Pitfalls of a Will to protect your crypto
How crypto can affect Medicaid Planning
How to establish a custodian and trustee of your digital assets

Presented by Bill Bereza

Attorney at The Law Offices of David L. Carrier

Learn in our social media

Here's an amazing tip.

Don't do this.

This book will change your life.

Can’t decide on who’s going to manage your estate?

Watch The David Carrier Show

Listen to The David Carrier Show: Answering your question about Real Estate, Elder law, Business Law and more, every Sunday morning at 7.

Newsradio WOOD 1300 and 106.9 FM (WOOD-AM)

Meet our team!

Kiely King

Attorney

My name is Kiely King. I am one of the attorneys. I live in Holland, where I was born and raised. I went to the University of Notre Dame for both undergrad and law school, which means I am a "Double Domer" aka someone with two degrees from ND. Before working here, I worked at an area nonprofit as an immigration attorney specialized in family-based petitions. My favorite things to do are read (especially fantasy and science fiction, yes, I am a nerd), try out new recipes (to varying degrees of success), and spend time with family and friends.

Recommend Kiely a sci-fi author here.

Free LifePlan™ Workshop

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

Attend a FREE estate planning workshop!

In-person - You can choose from Grand Rapids, Holland, Norton Shores, or Portage locations.

Upcoming:

Norton Shores - Wed. Jan. 26 - 1M

Grand Rapids - Fri. Jan. 28 - 3PM

Live Webinars - You have been putting it off. You know you need to get it done. Why not make it a date night and get a lifetime of guidance from the comfort of your home? Register below for one of our upcoming dates.

Fri., Jan. 28 - 3PM

Wed., Feb. 9 - 6PM

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.

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