2023 Seminars
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 Asset Protection
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?
2023 Northville Seminars
Third Tuesday from January to November
All Seminars Will Be at 1:30pm
Northville Community Center: 303 W. Main St. Northville, MI 48167
Please Call (248) 305-2851 to Reserve a Seat
January 17 Wills, Trusts and Ladybird Deeds
February 21 New Laws Affecting your Estate Plan
March 21 What You Need to Know about LTC and Medicaid
April 18 What You Need to Know about 401ks and IRAs
May 16 Wills, Trusts and Ladybird Deeds
June 20 New Laws Affecting your Estate Plan
July 18 What You Need to Know about 401ks and IRAs
August 15 What You Need to Know about LTC and Medicaid
September 19 Wills, Trusts and Ladybird Deeds
October 17 New Laws Affecting your Estate Plan
November 21 What You Need to Know about 401ks and IRAs
2023 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 19 Wills, Trusts and Ladybird Deeds
February 16 New Laws Affecting your Estate Plan
March 16 What You Need to Know about LTC and Medicaid
April 20 What You Need to Know about 401ks and IRAs
May 18 Wills, Trusts and Ladybird Deeds
June 15 New Laws Affecting your Estate Plan
July 20 What You Need to Know about 401ks and IRAs
August 17 What You Need to Know about LTC and Medicaid
September 21 Wills, Trusts and Ladybird Deeds
October 19 New Laws Affecting your Estate Plan
November 16 What You Need to Know about 401ks and IRA
2023 Plymouth Seminars
Second Thursday of every month 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 12 Wills, Trusts and Ladybird Deeds
February 9 New Laws Affecting your Estate Plan
March 9 What You Need to Know about LTC and Medicaid
April 13 What You Need to Know about 401ks and IRAs
Wills, Trusts and Ladybird Deeds
June 8 New Laws Affecting your Estate Plan
July 13 What You Need to Know about 401ks and IRAs
August 10 What You Need to Know about LTC and Medicaid
September 14 Wills, Trusts and Ladybird Deeds
October 12 New Laws Affecting your Estate Plan
November 9 What You Need to Know about 401ks and IRAs
December 14 What You Need to Know about Asset Protection
2023 Novi Seminars
There are no seminars at this time. Please continue to check for updates.
2023 Dearborn Heights Winter Seminars
There are no seminars at this time. Please continue to check for updates.