In this workshop, we will discuss:

Can you protect what you value?

  • Three types of assets in your estate & why it matters
  • Rescue your retirement savings from the new Death Tax
  • Defeat the 5 threats to your life savings

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
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Two hours that can change your life.

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Due to the stay-at-home order from Governor Whitmer, all in-person workshops have been cancelled until at least April 30. The LifePlan workshop material is available via webinar. The webinar is a recording and can be viewed from your computer or mobile device at any time.

Click here to go to the webinar

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Location

Carrier Law
3275 Cooley Court
Portage MI 49024
United States
(269) 350-2323

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Have a Question?

Our friendly and experienced team is ready to answer your questions.

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