Estate Planning | Elder Law | Medicaid Planning | Probate
Does an "I Love You Will" Really Show You Care?
A will is a legal document that lets you tell the world who should receive your assets after your death. An “I Love You” will basically states, I will leave everything to my spouse first and then to our children equally. In real life this type of will can become anything but loving.
What if there's a cottage and two kids want to keep it and three want to sell it? How about the family home? Discourse...Fighting...Hurt Feelings.
This can't be what Mom and Dad wanted!
By LifePlanning you leave a legacy of love. Trusts that avoid Probate, no nursing home poverty, and making sure "stuff" gets to the kids in a protected way.
If you are ready to start your LifePlan journey, join us at a workshop or webinar. Already part of our LifePlan family and want to review your plan, schedule an appointment. We are here for you!
Educational Series: Why Inheriting IRAs Are Different
Tuesday, February 16 2:30PM - 3:30PM with Q&A
In this VIRTUAL workshop you will learn:
• The tax mistake 98% of kids make
• Why inheriting retirement money can be terrible for kids with debt.
• What is a Tax Advantaged Legacy Trust (TALT)
• How the TALT will reduce your kids’ tax bill
A TALT gives you more options for distributing your assets. And that requires you to make more decisions. This trust is not a benefit for you directly, but it can be a big benefit for your beneficiaries. Join Carrier Law Attorney, Bill Bereza, and see if a TALT is right for you. This is a Live, Zoom webinar. Registration is required.
There are actually two separate roles that should be named for minor children in an estate plan. It can be the same person in both roles but oftentimes parents decide to choose different people to perform these two disparate roles.
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations.
Join us at the first-ever Meals on Wheels Western Michigan inspired Poker Run, to benefit seniors in Kent and Allegan county. There will be five fun stops and family-friendly prizes!
Founded with love by cancer survivors, they officially opened the doors of Gilda’s Club Grand Rapids on February 15, 2001. Join us in celebrating their anniversary and kicking off a year of celebrations by spending 20 minutes with Gilda's on their 20th birthday.
In-person - We will continue to offer workshops in-person, in a social distanced setting while taking all necessary COVID-19 precautions. You can choose from Grand Rapids, Holland, Norton Shores, or Portage locations.
Live Webinars- Get a lifetime of guidance from the comfort of your home. We are now offering Live, Zoom webinars. Once you register, you will receive details and reminders on how to join us. Write down your questions and we'll answer them LIVE.
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.
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