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Only Bad Things Happen When You Plan Ahead!

Hello!


Is there a Kryptonite for enthusiasm? A reverse- Geritol? Yes! Imagine one subject, a single topic that is Sominex for the Soul, COVID of Conversation. Dampening the liveliest party. Shutting down any vigorous dialogue. Guaranteed. Imagine: Estate Planning and Elder Law. Watch your friends’ eyes glaze over! Cure the worst insomnia! Stifle any conversation! >READ MORE


Your Family's Personal Attorney,

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Learn New Stuff!

Visiting Expert Series:

Taste of AARP – All the Offerings AARP Serves Up


ZOOM Webinar

Wednesday, February 16 at 2PM


Whether it's sharing a recipe, getting involved in local activities, looking for caregiving help or getting information on social security, AARP provides you with a wealth of opportunities to save money, play, learn and volunteer.


Learn from our Visiting Expert, Jennifer Feuerstein. Jennifer is a community organizer, activist, public speaker, TV talk show host, writer on issues related to older adults and our Associate State Director for AARP Michigan. 

Register here

Educational Series:

Curious About Cryptocurrency & Your Estate Plan


ZOOM Webinar

Thursday, February 24 at 10AM


Whether you have a few Bitcoin, or a portfolio in crypto, it's important to ensure they are protected. Have you established a custodian and trustee for your digital assets?


Join Attorney Bill Bereza as he walks you though how to keep safe hands on your crypto after death or incapacity and Protecting Cold Wallets, Hot Wallets, Paper Wallets, and Private Keys.

Register here

Commentary on Social Media

Want to know if you’re living in an expensive state to die in?

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This book will change your life.

Will my POA expire?

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Watch The David Carrier Show

The David Carrier Show: Covid vaccines, IRA's, Power of Attorney and more

Listen to The David Carrier Show: Answering your question about Real Estate, Elder law, Business Law and more, every Sunday morning at 7.

Newsradio WOOD 1300 and 106.9 FM (WOOD-AM)

Meet our team!

Claudia Olmedo

Marketing Assitant


I'm Claudia and I'm David's marketing virtual assistant. I'm half Mexican, half Cuban and I'm based in Metepec, a city close to Mexico City. My bachelor is in Communication and Journalism but I also love graphic design and social media. I'm crazy about sports, the Olympics, and everything related.

I love working while listening to a podcast and I boost my creativity by reading, meditating, and having colors around me.

Recommend Claudia a podcast here.

Free LifePlan™ Workshop

Give one hour at the workshop, get a lifetime of guidance.

Attend a FREE estate planning workshop!

In-person - You can choose from Grand Rapids, Holland, Norton Shores, or Portage locations.


Upcoming:

Portage - Tuesday Feb. 1 - 10 AM
Grand Rapids - Wed. Feb. 9 - 6PM
Holland - Saturday Feb. 12 - 10AM
Norton Shores Thurs. Feb. 17-10AM

Live Webinars - You have been putting it off. You know you need to get it done. Why not make it a date night and get a lifetime of guidance from the comfort of your home? Register below for one of our upcoming dates.

Wed., Feb. 9 - 6PM
Sat., Feb. 26 - 10AM

On-Demand - Learn about estate planning when you are ready, at your convenience. There is no specific time - tune in when it works for you. Simply register, and we will email you a link. >REGISTER HERE

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