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Senior Meals on Wheels Western Michigan ‘More Than A Meal’ Event

We will be sponsoring a table at the 'More than a Meal' event at the Goei Center in Grand Rapids, October 27th from noon to 1 p.m.

Eastern Ottawa Young Life Annual Celebration & Fundraising Banquet

David Carrier is a proud Table Sponsor for Eastern Ottawa Young Life Annual Celebration & Fundraising Banquet in Hudsonville. Young Life is a world-class organization for adolescents.

Questions to Ask Yourself When Planning Your Estate

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Deciding what will happen to your estate after your death can be an emotional and difficult process, but it can also save a decedent’s loved ones a significant amount of stress and worry. Fortunately, in Michigan, there are a variety of ways…

It’s our Portage Grand Opening Celebration!

Join us October 13, 2016 between noon and 4 p.m. for the Grand Opening Open House celebration of our new Portage office location! Don't miss the official ribbon cutting ceremony done by our very own Terri DeBoer at 1 p.m.

Guinness World Record Attempt Marriage Vow Renewal Ceremony

Attempt to break the Guinness World Record for most vow renewals in one place, at one time. Recommit to your sweetie in an outdoor symbolic ceremony.

The Steps to Setting Up an Estate Plan or Family Trust in Grand Rapids, Michigan

Setting Up Your Estate Plan in Michigan There are few things that are more important than careful estate planning. All adults, no matter how young or old, need a well-crafted estate plan. It is imperative that you consult with an experienced…

The Walk to End Alzheimer’s in Grand Rapids 2016

Thank you…thank you…thank you, to all who walked or donated…family, friends, LifePlan members, friends of friends… Carriers Cavalry raised $5299.64 for the Alzheimer’s Association Walk to End Alzheimer’s®

What Can Be Done About the Cost of Long-Term Care?

As we age, we all need to accept the fact that we might need long-term care. You and your family must be prepared to handle the costs of long-term care. More than any other expense, long-term care costs drain the hard-earned life savings of…

When is the Right Time to Set Up A Family Trust?

Most people in Michigan have at least a vague understanding of how wills operate. This is certainly a good thing, as wills are extremely important and are an essential estate planning tool. However, they are far from the only asset distribution…

The Dos and Don’ts of Choosing a Medicare Plan

When it comes time to choosing a Medicare plan, it can be difficult to know which type of coverage is best for you. We understand how complicated insurance plans can be, especially when you are an older adult in need of frequent medical care…

Top 3 Questions We Receive About Estate Planning in Grand Rapids, MI

You might have heard friends and family members discussing the values of estate planning, and you may have wondered whether you should be talking with an estate planning attorney. Generally speaking, nobody likes to think about estate planning,…

Why Estate Planning Goes Beyond Just Avoiding Taxes

While estate planning is important for avoiding unnecessary taxes and for making sure that your assets are passed on to the next generation in accordance with your wishes, there is another benefit that is rarely talked about. Establishing a…

The True Cost of Long-Term Care in Michigan

We all hope to live long healthy lives, but this dream can be expensive, especially if you live in a nursing home in your old age. According to the National Center For Health Statistics, approximately 1.4 million Americans currently live in…

The Difference Between a Will and a Trust in Michigan

While each state has its own set of laws that govern wills and trusts within the state, the general principles are quite similar across the entire country. In fact, sixteen states, including Michigan, have adopted the Uniform Probate Code (UPC)…

Common Mistakes Made With Trusts in Michigan

Trusts are a great estate-planning tool that can be used to manage how your assets will be distributed to your beneficiaries. The basic concept is that you put assets into a trust and name a trustee who is in charge of holding and managing those…

Nursing Facility Transition (NFT)

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Do you have a loved one in a nursing facility who would like to return home? The Nursing Facility Transition (NFT) helps those currently living in a nursing home move into a house, apartment, or assisted living and helps put necessary services…

Fiduciary Access to Digital Records

Who gets control of your Facebook, email and other cyber accounts after you die? Michigan has enacted the Fiduciary Access to Digital Assets Act that will let account holders plan ahead and grant others access to the accounts after the owner…

Deed Protection and Medicaid Eligibility

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left" box_shadow_on_row="no"][vc_column][vc_column_text]Medicaid imposes stringent limits on income and assets of recipients, consistent…

Inheritance advice, How to equally balance your estate

How would you split up an Inheritance to your loved ones? When will you allow the person to have it? Will they be old enough or mature enough to invest or do something worthy with your gift?. The amount of questions are endless and with our…

Medicaid Myths

The overwhelming majority of nursing home residents receive Medicaid. That’s right! Over 70% of nursing home residents right now are getting Medicaid. What about the rest? They’ll be on Medicaid too… in 6-18 months! Think about it… can…

Tax laws that include death tax, gift tax while understanding laws

The estate tax is a tax on your right to transfer property at your death. It consists of an accounting of everything you own or have certain interests in at the date of death. The fair market value of these items is used, not necessarily what…

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