Long-term care can devastate your life savings. Mainstream advisors tell you to write huge checks EVERY month, until you are financially helpless.
Medicaid simply is the way America and Michigan pay for long-term care. You’ve been paying in since you were 16! And they’ve been taking out. Conventional wisdom: you must be broke!
Mainstream advisors and careless counsel promote beneficiary designations on everything from real estate (Ladybird Deeds) to individual retirement accounts. Maybe they don’t know their lazy planning leads to ridiculously high taxes, family strife and financial insecurity.
Whether you feel the sharp grief of an untimely loss, or sad relief at the end of a long, well-lived life, emotional turmoil and dislocation will take their toll. And NOW What?
In less time than it takes to watch a movie, you’ll become more familiar with the REAL ISSUES of Estate Planning and Elder Law than most mainstream advisors. Come as you are. Comfortable clothing, please!
Get more answers from your Carrier advocate. You call the shots. We are here for you, to answer YOUR concerns, fully and clearly!
We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.
All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.
The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.
I was totally lost when my husband's dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.
Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) - great experience. Thank you!
My husband and I just returned from your workshop in Portage...We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.
Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!
We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.
Over the years, the Carrier team has grown, adding a few carefully-chosen, rigorously-trained advocates, attorneys, paralegals and other professionals. Now your Carrier team has dozens of members.
Yet we all share the same mission: Our families don’t go broke, because we take this stuff seriously! Would you like to learn more about the women and men who truly have YOUR best interests at heart?
COVID-19 Update: Our offices are closed, but we are working remotely and supporting clients through phone and video meetings. Call us at (800) 317-2812 to set up an appointment.