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Estate Planning  |  Elder Law  |  Medicaid Planning  |  Probate

Carrier Cares

Social security. Medicare. Dementia. In-home care. Funeral planning. Grief.

These are all topics that come up regularly when we meet with families. We've recognized that there is a real need for a resource to help them navigate these eventualities.

This is why we created the Visiting Expert Series.

As a free service to you, we seek out the experts in these fields and bring them in to share their expertise. You learn valuable information on topics that are highly complex and often highly emotional.

We believe you deserve access to knowledge from professionals, in a warm and welcoming environment.

Scroll down to see our upcoming lineup of Visiting Expert workshops.
We look forward to seeing you there!

In the Know with Carrier Law

The Danger of Dying Without a Will

When Michigan residents like you die without a will, your assets may not be distributed as you wished. Learn what problems arise when someone dies without a will and how you can plan ahead to avoid these issues by preparing a properly executed estate plan.

More >
3 Critical Questions about Estate Planning that You Should Ask Yourself as a Parent

Becoming a parent is an amazing experience, and by now you're probably used to asking questions. Read about 3 common questions that every parent should consider when it comes to your children and your future.

More >
Join our FREE Workshops with Visiting Experts

Access to free knowledge with no strings attached!

Staying Active and Mobile at All Ages
Kim Vandermolen, Practice Representative Director, Lakeshore Family Chiropractic

Wednesday, April 3 | 1:00 PM – 2:00 PM
12330 James Street, Suite B-10, Holland, MI 494245

You’ll learn how to stay young, maintain mobility, and reduce pain and discomfort as you get older. Register >
Medicare Made Simple
Nancy Courser, CLTC, CSFP

Wednesday, April 10 | 5:30 PM – 7:00 PM
4965 E Beltline Ave, Grand Rapids, MI 49525
Register for Grand Rapids >

Wednesday, May 15 | 5:30 PM – 7:00 PM
12330 James Street, Suite B-10, Holland, MI 49424
Register for Holland >

Learn the requirements for medicare and how to enroll. Discuss resources and tools available to assist in your decision making.
Getting to the Other Side of Grief
Robert C. DeVries, D.Min., Ph.D.
Susan Zonnebelt-Smeege, R.N., Ed.D.

Wednesday, May 8 | 3:00 PM – 4:30 PM
4965 E Beltline Ave, Grand Rapids, MI 49525

Maybe you've lost a loved one, received a terminal diagnosis, or had to move a loved one to a care unit. These all come with grief. Register >
How to Maximize Social Security
Nancy Courser, CLTC, CSFP

Wednesday, June 12 | 5:30 PM – 7:00 PM
4965 E Beltline Ave, Grand Rapids, MI 49525

Learn useful strategies for maximizing your social security benefits, to coordinate with your spouse, the right time to apply, and more. Register >
Caring for a Loved One at Home
Veronica Horsley-Pettigrew, LLMSW

Wednesday, July 17 | 2:00 PM – 3:30 PM
4965 E Beltline Ave, Grand Rapids, MI 49525

You will learn about the Program of All-inclusive Care for the Elderly (PACE) and how it can provide the support you may need. Register >
Mental Health & Aging: Myths, Truths and Reducing the Stigma
LuAnn VanderLind Arnson, LMSW

Thursday, August 8 | 5:30 PM – 6:30 PM
4965 E Beltline Ave, Grand Rapids, MI 49525

Identify common mental health concerns and understand the impacts when mental illness is left untreated. Register >
Do's & Don't's of Enrolling in Medicare
Nancy Courser, CLTC, CSFP

Wednesday, September 25 | 3:00 PM – 4:30 PM
4965 E Beltline Ave, Grand Rapids, MI 49525
Register for Grand Rapids >

Wednesday, September 18 | 11:00 AM – 12:30 PM
12330 James Street, Suite B-10, Holland, MI 49424
Register for Holland >

This workshop will go over important guidelines of the Medicare Open Enrollment process & Annual Election Period.
Is it Dementia or Just Normal Aging?
Joy Spahn, Regional Director, Alzheimer’s Association – Greater Michigan Chapter
Chris Simons, Director, Dementia and Life Enrichment Services at Clark Retirement

Wednesday, October 9 | 3:00 PM – 4:30 PM
4965 E Beltline Ave, Grand Rapids, MI 49525

You’ll learn the differences in age related memory impairment and dementia, and tips for communicating with someone with dementia. Register >

Join a FREE LifePlan Workshop

Free, fun, info-packed workshops in a group setting.
Our workshops cover the benefits of pre-planning, educate you on different tools available for you to protect your assets, and help you avoid crisis by providing knowledge and answers on the threats we all face.

Register for an upcoming workshop near you:

Grand Rapids
Holland
Norton Shores

"My family and I cannot express enough gratitude to David and his team for all the special help given to us thru my father’s last years and after his death.
Our very special thank you to Christine D. and Mindy for guiding us thru the estate, area agency
and the very tedious escheated insurance policies.
Thank you for all you have done."

Ray and Barbara S.
More Client Testimonials >

Community Outreach & Events

What are your rights as a beneficiary?

Join our newest workshop! Learn what rights the beneficiary has, expected timelines, and common misconceptions about probate.

April 23 and July 8

Join Us >
FREE Estate Administration Workshop

Are you a trustee or personal representative? We'll teach you the differences, your responsibilities, and whether you need an attorney.

April 18 and July 30

Join Us >
Grand Rapids  |  Holland  |  Norton Shores  |  Portage