Are you letting your family’s legacy slip through your fingers?

Avoid Probate. Save Taxes. Protect your Kids.

REGISTER NOW!

In this workshop, we will discuss:

Can you protect what you value?

  • Three types of assets in your estate & why it matters
  • Defeat the 5 threats to your life saving

Why bother with planning?

  • Why pre-planning vs crisis recovery? An ounce of prevention vs a pound of cure
  • What is Probate and why avoid it? Let sleeping dogs lie

What mainstream lawyers and advisors won’t tell you (because they don’t know)

  • Long term health care costs are the real threat
  • Get Medicaid without spend-down
    • Married Couple can save 90+%
    • Single person can save 40+%
  • Protect your family by protecting your savings – 5 tools

Join us for a free educational workshop focused on estate planning, where you will master estate planning strategies and learn how to potentially preserve more of your wealth for your heirs.

Law Office of David L. Carrier

3275 Cooley Court, Suite 100
Portage, MI

YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!

Portage
Reserve your FREE seat
Attendance is limited to ensure your personal attention
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Two hours that can change your life.

Client Success Stories…

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.

All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.

The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.

I was totally lost when my husband’s dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.

Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) – great experience. Thank you!

My husband and I just returned from your workshop in Portage…We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.

Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!

We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.

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"*" indicates required fields

Name*
Would you like to receive a confirmation & reminder text message?*
Message frequency may vary. Message & data rates may apply. Reply STOP to unsubscribe or HELP for assistance.
By entering your mobile number, you agree to our Privacy Policy.

Our Promise: We do not share or sell your personal information. Privacy Policy.

“The Law Offices of David L. Carrier is an estate planning and elder law firm located in Western Michigan. Our main office is in Grand Rapids, and we have 3 other conveniently located offices in West Michigan. We specialize in medicaid crisis planning, estate planning, elder law, probate, wills and trusts.

Our Office Locations

Grand Rapids, MI

Norton Shores, MI

Holland, MI

Portage, MI

Practice Areas

Medicaid Crisis Lawyers

Estate Planning Lawyers

Elder Law Lawyers

Family Trust

Probate Lawyers

Trust Funding Center