Free Workshop

Learn How To Protect Your "Stuff" in 3 Easy Steps!

Don't Miss Out On This Free Estate Planning Workshop!

Secure Your Spot: Exclusive Free Estate Planning Workshop

Discover the secrets to protecting yourself, your loved ones, your assets, and your legacy at our upcoming live “Learn How To Protect Your “Stuff” in 3 Easy Steps”:

During this must-see event, we will detail the three steps involved in protecting your “stuff ”: knowing the rules, knowing the threats, and knowing your options. You will also learn:

  • How to protect your hard-earned assets from the high cost of long-term care and other threats
  • How to avoid the delays, frustration, and expense of probate
  • The key planning documents everyone needs—and why
  • Eligibility requirements for Medicaid and other sources of financial assistance to pay for long-term care
  • The benefits of long-term care insurance
  • The advantages of trusts and the planning objectives they can help you achieve
  • How to minimize or avoid estate and other taxes
  • And more!


All workshops are held at 3281 Racquet Club Drive, Traverse City, MI 49684.

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