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Gift Planning in Older Age

Gift Planning for Every Age

Gift Planning for Every Age from The Law Offices of David L. Carrier Gift planning – also called “planned giving” – is a great way for individuals to schedule future financial gifts for their loved ones, nonprofits, educational institutions and other organizations....

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The Importance of Trust Reviews

As part of our practice at the Law Offices of David L. Carrier, PC, I meet with over 300 families every year for a “Trust Review”. This includes our past clients that have questions about their Trust documents. Sometimes they need a refresher of how the Trust...

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David Carrier booth at western michigan university business expo

Western Michigan University Business Expo

Go Broncos! Grow Businesses!The Law Offices of David L. Carrier in Portage was thrilled to be part of the Business Expo held at the Fetzer Center. It was an opportunity to share our passion for helping families and businesses protect their assets....

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david carrier with christmas guests

Carrier’s Cavalry Celebrate Christmas

The team at the Law Offices of David L. Carrier celebrated a year of growth and achievement at their annual Christmas Party. Over 50 team members enjoyed a wonderful lunch at Thousand Oaks Country Club.The event was capped off with a Yankee Swap gift...

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Responsibilities of an Executor

Responsibilities of an Executor from The Law Offices of David L. CarrierEvery estate, whether through a will or a trust, needs an executor or estate administrator to handle the execution of a will or the disbursement of a trust. The job...

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Thorough Estate Plan

The Consequences of Not Having a Thorough Estate Plan

There’s a common misconception that living trusts are only for wealthy people with lots of assets. Many people also mistakenly think a will is all they need to ensure their end-of-life wishes are satisfactorily executed. Although a will is certainly better than having no plan at all, establishing a trust can minimize the hassle your family faces following your passing.

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Reason Your Need Life Insurance

Why Do I Need Life Insurance?

Why Do I Need Life Insurance? from DavidCarrierLaw Life insurance is essentially money paid after your death to the beneficiary you name on your policy. You pay a premium every month to maintain the policy.There are many reasons to have life insurance:...

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Choosing a Guardian for Minor Children

Who Should You Name as Conservator and Guardian for Your Minor Children in Your Estate Plan?

Establishing an estate plan is important for everyone, but it can be especially important for parents with young children. No one likes to contemplate the worst-case scenario, but it’s preferable to be prepared for all eventualities. Failing to name a conservator of your estate or guardian for your children in the event of you and your spouses’ death or incapacitation means a government bureaucrat will make the decision for you if the unthinkable were to occur.

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