Seminars Offered:

Wills, Trusts and Ladybird deeds:

Learn how to avoid probate and save thousands of dollars, why you probably don’t need a trust, how to put a beneficiary on your home deed, and why powers of attorney are your most important estate planning documents. Learn why holding an unrecorded deed may uncap taxes on property at death.

New Laws Affecting your Estate Plan:

Reviews recent changes to Michigan Law & IRS regulations that will affect your existing estate plan. This seminar will explain those changes and you will learn if you need to make changes to your estate plan. Learn about the new Funeral Representative Law and the new law on uncapping real estate taxes at death.

Protect Your Retirement:

There are many outside forces, which may derail your retirement plans. These threats include: inflation, stock market risk, outliving your assets, creditors, assisted living, nursing home expense, and increases in tax rates. Learn how many of these forces may be minimized or eliminated.

When you no longer can care for yourself or a loved one:

This seminar will cover three important aspects of your long term care planning. First, what are the options from home care, assisted living, memory care, nursing care and more? Second, a discussion of critical care issues such as dementia, licensed v. unlicensed homes, rehab, socialization, and cost. Finally, what are the options to pay for the care including insurance, Veterans benefits and Medicaid?

Eliminate or Avoid Taxes:

Taxes may be your biggest expense in retirement. Learn about estate taxes, inheritance taxes, gift taxes and income taxes on your estate. Learn how to covert taxable income to tax deferred or to tax free. Learn what your heirs will be taxed on and how to reduce those taxes.

What you need to know about 401ks, IRAs:

Learn about the rules and regulations of retirement accounts, avoiding penalties, taking RMDs, “planning for a stretch IRA”, and when to convert to a Roth IRA. Emphasis is on reducing income taxes and penalties.

Top 10 Senior Scams:

The SCAMS seminar will review the top 10 senior scams and how to avoid them. You will also learn how to identify new scams as they come along.

2018 Northville Seminars

Third Tuesday from January to November (Second Tuesday in December) at 10:30am

Northville Community Center: 303 W. Main St. Northville, MI 48167
Please call (248) 349-4140 to reserve a seat

January 16 -  Wills, Trusts and Ladybird deeds
February 20 - When you no longer can care for yourself or a loved one
March 20 - How To Review Your Estate Plan
April 17 - Protect Your Retirement
May 15 - New Laws Affecting your Estate Plan
June 19 -  When you no longer can care for yourself or a loved one
July 17 - Wills, Trusts and Ladybird deeds
August 21  - How To Review Your Estate Plan
September 18 - New Laws Affecting your Estate Plan
October 16 - Protect Your Retirement
November 20 - Wills, Trusts and Ladybird deeds
December 11 - New Laws Affecting your Estate Plan

**Check Out Our Newsletter Here

2018 Novi Seminars

Last Wednesday in the month January through November - 6:30pm

Novi Civic Center: 45175 10 Mile Road, Novi, MI 48375
Please call (248)347-0414 to reserve a seat!

January 31 - Wills, Trusts and Ladybird deeds
March 28 - How To Review Your Estate Plan
April 25 - Protect Your Retirement 

**Check Out Our Newsletter Here

2018 Plymouth Seminars

Fourth Thursday in the month January through November (last Thursday for November) - 1:30pm

Plymouth Friendship Station: 42375 Schoolcraft Plymouth, MI 48170
Please call (734)354-3222 to reserve a seat!

January 25 - Wills, Trusts and Ladybird deeds
February 22 - What you need to know about 401ks, IRAs
March 22 - How To Review Your Estate Plan
April 26 - Protect Your Retirement
May 24 - New Laws Affecting your Estate Plan 
June 21 - When you no longer can care for yourself or a loved one
July 26 - Wills, Trusts and Ladybird deeds
August 23 - What you need to know about 401ks, IRAs
September 27 - How To Review Your Estate Plan
October 25 - Protect Your Retirement
November 29 - New Laws Affecting your Estate Plan

**Check Out Our Newsletter Here

2018 WESTLAND SEMINARS

Third Thursday in the month January through November All seminars will be at 1:00pm Westland Friendship Center: 1119 N. Newburgh, Westland, MI 48185 Please call (734)722-7632 to reserve a seat

January 18 - Wills, Trusts and Ladybird deeds
February 15 - What you need to know about 401ks, IRAs
March 15 - How To Review Your Estate Plan
April 19 - Protect Your Retirement
May 17 - New Laws Affecting your Estate Plan
June 21 - When you no longer can care for yourself or a loved one
July 19 - Wills, Trusts and Ladybird deeds
August 16 - What you need to know about 401ks, IRAs
September 20 - How To Review Your Estate Plan
October 18 - Protect Your Retirement
November 15 - New Laws Affecting your Estate Plan