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.
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.
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.
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?
Third Tuesday from January to December, except February and March
All Seminars Will Be at 10:30am
Northville Community Center: 303 W. Main St. Northville, MI 48167
Please Call (248) 305-2851 to Reserve a Seat
Jan 19 Wills, Trusts and Ladybird Deeds
Feb 16 New Laws Affecting your Estate Plan
Mar 16 What You Need to Know about LTC and Medicaid
Apr 20 Wills, Trusts and Ladybird Deeds
May 17 What You Need to Know about 401ks and IRAs
Jun 15 Wills, Trusts and Ladybird Deeds
Jul 20 New Laws Affecting your Estate Plan
Aug 17 What You Need to Know about LTC and Medicaid
Sep 20 Wills, Trusts and Ladybird Deeds
Oct 19 What You Need to Know about 401ks and IRAs
Nov 16 Wills, Trusts and Ladybird Deeds
Dec 21 New Laws Affecting your Estate Plan
All Seminars Will Be at 6:30pm on Wednesday
Novi Civic Center: 45175 10 Mile Road, Novi, MI 48375
Please Call (248)347-0414 to Reserve a Seat!
All Seminars Will Be at 6:30pm on Wednesday
Caroline Kennedy Library: 24590 George St., Dearborn Heights, MI 48127
Please call (313) 791-3800 to reserve a seat!
Fourth Thursday in the month January to December
All Seminars Will Be at 1:30pm
Plymouth Friendship Station: 42375 Schoolcraft Plymouth, MI 48170
Please Call (734)354-3222 to Reserve a Seat!
Jan 28 Wills, Trusts and Ladybird Deeds
Feb 25 What You Need to Know about LTC and Medicaid
Mar 25 Wills, Trusts and Ladybird Deeds
Apr 22 What You Need to Know about 401ks and IRAs
May 27 New Laws Affecting your Estate Plan
Jun 24 Wills, Trusts and Ladybird Deeds
Jul 22 What You Need to Know about LTC and Medicaid
Aug 26 Wills, Trusts and Ladybird Deeds
Sep 23 What You Need to Know about 401ks and IRAs
Oct 28 New Laws Affecting your Estate Plan
Third Thursday in the month
All Seminars Will Be at 2:00pm
Westland Friendship Center: 1119 N. Newburgh, Westland, Mi 48185
Please Call (734)722-7632 to Reserve a Seat
Mar 18 New Laws Affecting your Estate Plan
Apr 15 Wills, Trusts and Ladybird Deeds
May 20 What You Need to Know about LTC and Medicaid
Jun 17 Wills, Trusts and Ladybird Deeds
Jul 15 What You Need to Know about 401ks and IRAs
Aug 19 New Laws Affecting your Estate Plan
Sep 16 Wills, Trusts and Ladybird Deeds
Oct 21 What You Need to Know about LTC and Medicaid
Nov 18 Wills, Trusts and Ladybird Deeds
Dec 16 New Laws Affecting your Estate Plan