Hello, Estate Enthusiasts!

Welcome to our latest newsletter, packed with insights for savvy legacy planning. Mark your calendars for February 19th for our essential Estate Administration Workshop, a key resource for navigating estate complexities.

Dive into our feature article on the synergy of Charitable Giving and Your Estate Plan – it's all about making impactful decisions that resonate with your values.

Also, check out today's video, "The Workshop Works!" to discover why our unique workshop model is transforming the way you plan for the future.

Get ready for a journey of knowledge and empowerment!

Your Family's Personal Attorney,

Estate Administration workshop!

Join us for a free Estate Administration Workshop in person and via Zoom webinar. Unravel the complexities of estate administration and get clear, actionable insights on:

Navigating probate and trust administration timelines.
Your rights as a beneficiary.
The critical roles and duties of trustees, personal representatives, and more!

When: Monday, February 19, 1:00 PM-3:00 PM

Where: 4965 E Beltline Ave NE Grand Rapids, MI 49525

RSVP HERE

Charitable Giving and Your Estate Plan: A Perfect Match

Incorporating charitable giving into your estate plan is more than just a noble act; it’s also a strategic move that can offer multiple benefits.

From tax advantages to creating a lasting legacy, let’s explore the key reasons why charitable contributions can be an integral part of your estate planning.

Ready to secure your future?

America is getting older. Prices for everything are skyrocketing. Lose it now, and you’ll never get it back! Fundamental mistakes infecting traditional estate planning exploded at the 3 Secrets Workshop!

3 Secrets Workshop - Grand Rapids - Thursday, February 1, 2 PM and 6 PM

3 Secrets Workshop - Holland - Tuesday, February 6, 11 AM and 2 PM

3 Secrets Workshop - Portage - Wednesday, February 7, 2 PM

3 Secrets Workshop - East Lansing - Friday, February 9, 11 AM and 2 PM

3 Secrets Workshop - Muskegon - Thursday, February 15, 11 AM and 2 PM

Already made a plan with us?

Ensure your estate plan remains responsive to your life's changes. Join our Trust Review Workshop to review and fortify your existing plan – stay ahead, stay secure.

Trust Review Workshop - Muskegon - Thursday, February 1, 1 PM

Trust Review Workshop - Holland - Tuesday, February 8, 4 PM

Trust Review Workshop - Grand Rapids - Thursday, February 15, 4 PM

Trust Review Workshop - Portage - Tuesday, February 20, 2 PM