Hello and warm greetings,

Welcome to our latest newsletter, where we blend expert insights with actionable steps for safeguarding your future and that of your loved ones.

If you missed The David Carrier Show, catch the replay for a treasure trove of estate planning wisdom. David's insights offer invaluable guidance on navigating the complexities of securing your legacy.

Discover "When to Consider a Guardianship for Aging Loved Ones" in our featured article, addressing the delicate balance between caring for elderly family members and honoring their independence.

Don't miss our video, "From Theoretical to Practical. Making the Plan Work!" Dive into our series on transforming estate plans from ideas into actions. It's time to turn your vision into reality.

Join us on this journey to empower your legacy planning with clarity and confidence.

Your Family's Personal Attorney

The David Carrier Show Replay

🎙️Catch the Wave of Wisdom!🎙️

Dive back into the wisdom of the David Carrier Show with our special replay. It's more than just advice; it's a lifeline to secure your future and legacy.

Why tune in? Because your peace of mind is priceless, and David's insights are the key.

Don't miss out! Your journey to smarter asset protection and financial planning is just a play button away.

When: Wednesday, February 28, 3:00 PM and Friday, March 1, 3:00 PM

Where: Facebook and YouTube Live

RSVP for Wednesday

RSVP for Friday

When to Consider a Guardianship for Aging Loved Ones

Watching a family member age can be a bittersweet experience, especially when you start noticing signs of declining mental or physical health.

Sometimes, guardianship becomes essential for their well-being.

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 - Muskegon - Thursday, February 29, 2 PM

3 Secrets Workshop - Holland - Tuesday, March 5, 11 AM and 2 PM

3 Secrets Workshop - Portage - Thursday, March 7, 2 PM and 6 PM

3 Secrets Workshop - East Lansing - Friday, March 8, 11 AM and 2 PM

3 Secrets Workshop - Grand Rapids - Tuesday, March 12, 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 - Grand Rapids - Thursday, March 14, 11 AM

Trust Review Workshop - Holland - Thursday, March 21, 2 PM

Trust Review Workshop - Norton Shores - Wednesday, March 27, 11 AM