Seminars Offered:

Below are summaries of the seminars I will be rotating throughout the year. If you are interested in any, please see the flyers to identify dates, times and locations, and how to register. I look forward to seeing you at least at one. Please bring a friend or two.

Wills, Trusts and Ladybird deeds

Learn how to avoid probate and save thousands of dollars, why you probably don’t need a trust, how to put a beneficiary on your home and cottage deeds, and why powers of attorney are your most important estate planning documents. Learn how to avoid Guardianships and Conservatorships. Learn why holding an unrecorded deed may uncap taxes on property at death. Find out why property owned jointly can cost you thousands of dollars.

What you need to know about 401ks, IRAs

Learn about the rules and regulations of retirement accounts, avoiding penalties and taking RMDs. Learn how a new law in 2020 impacts every retirement account on death. Learn why there is no longer a “stretch IRA”. Emphasis is on reducing income taxes and penalties.

New Laws Affecting your Estate Plan

Reviews recent changes to Michigan Law & IRS regulations that will affect your existing estate plan. This seminar will explain those changes and you will learn if you need to make changes to your estate plan. Learn about the new Funeral Representative Law and the new law on uncapping real estate taxes at death. Learn about the SECURE ACT that changes how your beneficiaries will be taxed on your retirement accounts. Learn how a new law in 2020 impacts every retirement account on death. Learn why there is no longer a “stretch IRA”.

What You Need To Know About Asset Protection

This seminar will cover three important aspects of your long term care planning. First, what are the options from home care, assisted living, memory care, nursing care and more? Second, a discussion of critical care issues such as dementia, licensed v. unlicensed homes, rehab, socialization, and cost. Finally, what are the options to pay for the care including insurance, Veterans benefits and Medicaid?

2023 Northville Seminars

• Third Tuesday from January to November
• All Seminars Will Be at 1:30pm
• Northville Community Center: 303 W. Main St. Northville, MI 48167
• Please Call (248) 305-2851 to Reserve a Seat

January 17 Wills, Trusts and Ladybird Deeds

February 21 New Laws Affecting your Estate Plan

March 21 What You Need to Know about LTC and Medicaid

April 18 What You Need to Know about 401ks and IRAs

May 16 Wills, Trusts and Ladybird Deeds

June 20 New Laws Affecting your Estate Plan

July 18 What You Need to Know about 401ks and IRAs

August 15 What You Need to Know about LTC and Medicaid

September 19 Wills, Trusts and Ladybird Deeds

October 17 New Laws Affecting your Estate Plan

November 21 What You Need to Know about 401ks and IRAs

2023 Westland Seminars

• Third Thursday in the month
• All Seminars Will Be at 2:00pm
• Westland Friendship Center: 1119 N. Newburgh, Westland, Mi 48185
• Please Call (734)722-7632 to Reserve a Seat

January 19  Wills, Trusts and Ladybird Deeds

February 16 New Laws Affecting your Estate Plan

March 16  What You Need to Know about LTC and Medicaid

April 20  What You Need to Know about 401ks and IRAs

May 18  Wills, Trusts and Ladybird Deeds

June 15  New Laws Affecting your Estate Plan

July 20  What You Need to Know about 401ks and IRAs

August 17  What You Need to Know about LTC and Medicaid

September  21 Wills, Trusts and Ladybird Deeds

October 19  New Laws Affecting your Estate Plan

November 16  What You Need to Know about 401ks and IRA

2023 Plymouth Seminars

• Second Thursday of every month All seminars will be at 1:30pm
• Plymouth Friendship Station: 42375 Schoolcraft Plymouth, MI 48170
• Please call (734) 354-3222 to reserve a seat!

January 12 Wills, Trusts and Ladybird Deeds

February 9 New Laws Affecting your Estate Plan

March 9 What You Need to Know about LTC and Medicaid

April 13 What You Need to Know about 401ks and IRAs

Wills, Trusts and Ladybird Deeds

June 8 New Laws Affecting your Estate Plan

July 13 What You Need to Know about 401ks and IRAs

August 10 What You Need to Know about LTC and Medicaid

September 14 Wills, Trusts and Ladybird Deeds

October 12 New Laws Affecting your Estate Plan

November 9 What You Need to Know about 401ks and IRAs

December 14 What You Need to Know about Asset Protection

2023 Novi Seminars

There are no seminars at this time. Please continue to check for updates.

2023 Dearborn Heights Winter Seminars

There are no seminars at this time. Please continue to check for updates.