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Events

Seminars Offered:

Below are summaries of the seminars I will be rotating throughout the year. If you are interested in any, please see the flyers to identify dates, times and locations, and how to register. I look forward to seeing you at least at one. Please bring a friend or two.

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 and cottage deeds, and why powers of attorney are your most important estate planning documents. Learn how to avoid Guardianships and Conservatorships. Learn why holding an unrecorded deed may uncap taxes on property at death. Find out why property owned jointly can cost you thousands of dollars.

What you need to know about 401ks, IRAs

Learn about the rules and regulations of retirement accounts, avoiding penalties and taking RMDs. Learn how a new law in 2020 impacts every retirement account on death. Learn why there is no longer a “stretch IRA”. Emphasis is on reducing income taxes and penalties.

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. Learn about the SECURE ACT that changes how your beneficiaries will be taxed on your retirement accounts. Learn how a new law in 2020 impacts every retirement account on death. Learn why there is no longer a “stretch IRA”.

What You Need To Know About LTC and Medicaid

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?


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.


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.


What You Need to Know About LTC and Medicaid:

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?

2022 Northville Seminars

  • 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

January 18 Wills, Trusts and Ladybird Deeds

February 15 New Laws Affecting your Estate Plan

March 15 What You Need to Know about LTC and Medicaid

April 19 What You Need to Know about 401ks and IRAs

May 17 Wills, Trusts and Ladybird Deeds

June 21 New Laws Affecting your Estate Plan

July 19 What You Need to Know about 401ks and IRAs

August 16 What You Need to Know about LTC and Medicaid

September 20 Wills, Trusts and Ladybird Deeds

October 18 New Laws Affecting your Estate Plan

November 15 What You Need to Know about 401ks and IRAs


2022 Novi Seminars

  • All Seminars Will Be at 6:30pm on Wednesday

  • Novi Civic Center: 45175 10 Mile Road, Novi, MI 48375

There are no seminars at this time. Please continue to check for updates.


2022 Dearborn Heights Winter Seminars

2022 Dearborn Heights Seminars

  • All seminars are on Tuesdays at 6:30pm.

  • January 11 Wills, Trusts and Ladybird Deeds

  • January 25New Laws Affecting your Estate Plan

  • February 8 What You Need to Know about 401ks and IRAs

  • February 22 What You Need to Know about Long Term Care and Medicaid

2022 Plymouth Seminars

  • Second Thursday in the month January through December except for April when it will be the first Thursday

  • 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 13 Wills, Trusts and Ladybird Deeds

February 10 New Laws Affecting your Estate Plan

March 10 What You Need to Know about LTC and Medicaid

April 7 What You Need to Know about 401ks and IRAs

May 12 Wills, Trusts and Ladybird Deeds

June 9 New Laws Affecting your Estate Plan

July 14 What You Need to Know about 401ks and IRAs

August 11 What You Need to Know about LTC and Medicaid

September 8 Wills, Trusts and Ladybird Deeds

October 13 New Laws Affecting your Estate Plan

November 10 What You Need to Know about 401ks and IRAs

December 8 What You Need to Know about LTC and Medicaid


2022 Westland Seminars

  • 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

January 21 Wills, Trusts and Ladybird Deeds

February 17 New Laws Affecting your Estate Plan

March 17 What You Need to Know about LTC and Medicaid

April 21 What You Need to Know about 401ks and IRAs

May 19 Wills, Trusts and Ladybird Deeds

June 16 New Laws Affecting your Estate Plan

July 21 What You Need to Know about 401ks and IRAs

August 18 What You Need to Know about LTC and Medicaid

September 15 Wills, Trusts and Ladybird Deeds

October 20 New Laws Affecting your Estate Plan

November 17 What You Need to Know about 401ks and IRAs