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
*December 17 - New Laws Affecting your Estate Plan
January 21 - Wills, Trusts and Ladybird Deeds
February 25 - New Laws Affecting Your Estate Plan
March 24 - What You Need to Know About LTC and Medicaid
April 21 - Wills, Trusts and Ladybird Deeds
May 19 - What You Need to Know About 401ks, IRAs
June 16 - Wills, Trusts and Ladybird Deeds
July 21 - New Laws Affecting Your Estate Plan
August 18 - What You Need to Know About LTC and Medicaid
September 15 - Wills, Trusts and Ladybird Deeds
October 20 - What You Need to Know About 401ks, IRAs
November 17 - Wills, Trusts and Ladybird Deeds
December 15 - New Laws Affecting Your Estate Plan
*Refreshments to be provided by Independence Village
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!
February 19 - Wills, Trusts and Ladybird Deeds
March 18 - New Laws Affecting Your Estate Plan
April 22 - What You Need to Know About LTC and Medicaid
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!
January 29 - Wills, Trusts and Ladybird Deeds
February 26 - How To Review Your Estate Plan
March 25 - New Laws Affecting Your Estate Plan
Fourth Thursday in the month January through October and second Thursday in November
All Seminars Will Be at 1:30pm
Plymouth Friendship Station: 42375 Schoolcraft Plymouth, MI 48170
Please Call (734)354-3222 to Reserve a Seat!
January 23 - Wills, Trusts and Ladybird Deeds
February 27 - What You Need to Know About LTC and Medicaid
March 26 - Wills, Trusts and Ladybird Deeds
April 23 - What You Need to Know About 401ks, IRAs
May 28 - New Laws Affecting your Estate Plan
June 25 - Wills, Trusts and Ladybird Deeds
July 23 - What You Need to Know About LTC and Medicaid
August 27 - Wills, Trusts and Ladybird Deeds
September 24 - What You Need to Know About 401ks, IRAs
October 22 - New Laws Affecting your Estate Plan
November 12 - Wills, Trusts and Ladybird Deeds
Third Thursday in the month of January through December except for September
All Seminars Will Be at 1:00pm except September 18 at 10:00am
Westland Friendship Center: 1119 N. Newburgh, Westland, Mi 48185
Please Call (734)722-7632 to Reserve a Seat
January 16 - Wills, Trusts and Ladybird Deeds
February 20 - What You Need to Know About 401ks, IRAs
March 19 - New Laws Affecting Your Estate Plan
April 16 - Wills, Trusts and Ladybird Deeds
May 21 - What You Need to Know About LTC and Medicaid
June 18 - Wills, Trusts and Ladybird Deeds
July 16 - What You Need to Know About 401ks, IRAs
August 20 - New Laws Affecting Your Estate Plan
September 18 - Wills, Trusts and Ladybird Deeds
October 15 - What You Need to Know About LTC and Medicaid
November 19 - Wills, Trusts and Ladybird Deeds