Why are people always looking to be putting other people’s names on things? Parents want to put the kids’ names on the house, on the land, on the investments. People who are given authority under a power of attorney want their names on things, too. I guess it’s the fashion. BASIC LEGAL TIP: >READ MORE

Your Family's Personal Attorney,

Visiting Expert Series:


Have you heard that?

Not sure what to do about it?

Don’t become a statistic

In this free workshop and webinar, you will:

  • Learn how to determine if you are at risk of falling
  • Learn how to improve your balance
  • Raise your awareness of your risk of falling
  • Raise your awareness and understanding of the importance of preventing falls

Tuesday, May 9, 2:00PM – 3:00PM


In the community

2023 More than a Meal Luncheon

The More than a Meal Luncheon is just around the corner!

We would love you to join us on Thursday, May 11th, 2023 at New Vintage Place!

Enjoy a delicious lunch prepared by their very own kitchen staff while you learn about the impact Meals on Wheels Western Michigan continues to make in the lives of older adults and why Meals on Wheels Western Michigan provides so much “more than a meal.” You can look forward to some lively trivia, as well as hearing from a volunteer driver and seniors receiving meals. This table-hosted luncheon (Make sure you put David Carrier as your table host) is free to attend, but we hope you feel moved to make a donation. Click the button below to register today!


Commentary on Social Media:

Read these tips.

There's one caveat.

Add this to your will.

Important info.

Follow us for more:

Facebook  Instagram  LinkedIn  YouTube

Resources: What is a letter of competency and why is it important?

The requirement when executing legal documents is that the "maker" must be of sound mind and must have the mental capacity to understand the significance of the documents and the decisions they are making. >READ MORE

Free LifePlan™ Workshop

Give one hour at the in-person workshop, get a lifetime of guidance.

Attend a FREE estate planning workshop!

Upcoming workshops:

  • Portage: Thursday, May 4, 2PM
  • Norton Shores: Friday, May 5, 10AM
  • Grand Rapids: Saturday, May 6, 1PM
  • Holland: Tuesday, May 9, 1PM

On-Demand - Learn about estate planning when you are ready, at your convenience. There is no specific time - tune in when it works for you. Simply register, and we will email you a link. >REGISTER HERE

Watch our latest Visiting Expert Webinar

Watch Shannon Doyle-Heads of Doyle & Ogden Insurance present this installment of our Visiting Experts series. In this No Fault Insurance webinar, we discuss what has changed, the current marketplace landscape, attendant care changes and consequences and pending court cases.

LinkedIn Share This Email

Was this email forwarded to you? Sign up here.