3 Secrets Estate Planning Workshops
In this workshop, we will discuss:
Can you protect what you value?
- Three types of assets in your estate & why it matters
- Defeat the 5 threats to your life saving
Why bother with planning?
- Why pre-planning vs crisis recovery? An ounce of prevention vs a pound of cure
- What is Probate and why avoid it? Let sleeping dogs lie
What mainstream lawyers and advisors won’t tell you (because they don’t know)
- Long term health care costs are the real threat
- Get Medicaid without spend-down
- Married Couple can save 90+%
- Single person can save 40+%
- Protect your family by protecting your savings – 5 tools
IN-PERSON
Free Registration
Our Promise: We do not share or sell your personal information. Privacy Policy.
Two hours that can change your life.
I needed help qualifying my husband for Medicaid to help with his dementia. David Carrier and his employees are very professional and knew exactly what to do to accomplish this. Blair Davis lead me thru the process, submitted the application and we were approved 2 months later. It was a time when I didn't know how I was going to get help and David Carrier Law knew exactly what to do. God bless them all.
Jody J.
My wife and I attended the LifePlan Workshop and meet with Bryan Narlock an attorney on David Carrier's team. Both David and Bryan showed us how we can protect your assets and we never felt pressured to purchase their services.
John W.
Met with Jim Henke today. He was very empathetic when I told him about my personal situation; extremely thorough as we reviewed my existing estate plan and financial information; and made thoughtful suggestions to protect my assets. He's a good listener and very helpful.
June P.
Carrier Law cares about it's clients. They are professionals. Everytime I've been there the staff is pleasant and knowledgeable. No Stone is left unturned. Thank you Carrier Law!
Patrick C.
Very knowledgeable and willing to make very complicated issues understandable. Protect yourself and your family.
Ken F.
So far we have been very satisfied with David Carrier & Hallie Miller both of whom have helped us up to and during the funding process of our new trust.
Martin B.
I had the pleasure to work with Gregory Van Deusen as we went over health and estate legal documents. He is very knowledgeable and personable as he guided us through the process! Many thanks for assisting us in what can be a difficult time.
Carla O.
Office staff is very friendly. I worked with several legal staff who were good at what they do. If I had questions, I could call and ask.
Ron D.
Terri M. is great! We may have driven her crazy with our questions, but she helped us along. We were very happy with her and her patience with us. Also, saw Jim H. for a different matter. Nice guy, friendly, and explains things so you can understand. Good law office with very reliable people!!
Ben and Barb
The most compassionate, caring, and knowledgeable "family" of people I was blessed to be referred to. And, of course, it really IS a small world! Thanks for everything.
Serilnina D.
I have had two occasions to work with Carrier Law recently. On both occasions I spoke with Terri Macklin. She was very helpful, very easy to talk to and she provided me with the answers I needed. Terri offered me options and suggestions that made navigating my job as Trustee, much easier. It was great working with you, Terri. Thank you for making this process much more understable.
Sue K.
I went in for my review after all of the COVID mess that has been going on. They contacted me to set up an appointment and I did just that. ATTORNEY James Henke took all my questions and answered them. He also gave me some more insight and gave me confidence that even after my wife's death, that my Trust would still be effective. He was very sharp and helpful. He Even gave me Condolences on my wife's passing. He assured me that my Adult Children could come there for help even after my death or my incapacitated state, for help and guidance. He was punctual, helpful and reassuring. They did not charge me for anything, because everything was bascially the same after my wife's passing.. Thank you for your expertise and making me feel comfortable!! God Bless You!!
Charles J.
Really good law office very professional staff.
David M.
I went through a update with carrier law and was very pleased with the service that I received. I was directed to go to the funding dept. met with Hope Welsh to go over all of my fundings couldn't been more pleased with her knowledge of my fundings. Most pleased with her professionalism of work and the joy of working with her.
Ralph H.
My husband and I just had our first appointment with David. He is clearly very knowledgeable about estate planning and elder law. He explained all the services his office provides and how they can protect our assets during our lifetimes and after our deaths. It was a very enjoyable meeting and although we chose to purchase some of his services, we did not feel pressured at all to do so. The free gifts for becoming clients were a nice surprise!
Tara L.
We worked with Bill Bereza at Carrier for the estate planning of both our family and my mother-in-law. Bill was thoughtful, attentive, and personable. He took care to provide advice customized to each of us, and he and the team at Carrier made the entire thing easy and seamless. We were supported every step of the way getting our trusts, wills, etc all set up. Highly recommended for estate planning!
Drew C.
I have worked with David and his organization for estate planning and asset protection for several years and always been happy with the results.
David G.
Friendly, detailed, made sure our needs were fully addressed and we understood the issues. Very pleased.
David M.
I have been a client of Carrier Law since November 2019. Each time I have made an inquiry or request, it been answered or addressed. Today, I met with Attorney, James D. Henke. Mr. Henke answered all of my questions, gave salient advice, and extended an invitation to call him with any future questions or problems. Further, as committed by David Carrier, I will not receive a bill for the services rendered today.
Mark E.
David and his entire staff are nothing short of remarkable and phenomenal! I am very pleased and impressed with my experience there. Everything was handled in a professional manner, and with the best treatment. A special thanks to Jim Henke and Terri Macklin for all their efforts. Absolutely the best!!
Mike S.
A very pleasant experience for my wife and myself. The staff was extremely nice and helpful. Jim was very knowledgeable and patient, explaining everything in a manner that helped us to understand our options. We are looking forward to our next appointment.
Brian C.
The LifePlan seminar is a very useful experience providing current information for all ages regarding protection of your personal and family assets.
Mike N.
Very friendly, professional and extremely thorough! We are very happy to work with them! Would highly recommend them!
Mary Ann S.
James Henke talked us through the LifePlan Journey and answered all questions. Doing this has given us piece of mind that our assets will go where needed an will do the most good to preserve our legacy. Highly recommend James and the program.
Michelle V.
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.
Mike Visser
All questions were answered in depth and in a manner that was very understandable 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.
Sally Brown
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.
Sue Van Sluyters
