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The snow has melted, birds are chirping, flowers are blooming, temps are rising...I think it's finally spring in Michigan! Time to get out and about. Why don't you join us at the
Aging Well Conference in Grand Rapids on Thursday, May 10th? This is an annual event and there is no cost to attend. And, we are sponsoring the lunch, so that's free too. See more details below.
We have amazing team members, as most of you know! This month I would like to introduce you to Deedee Greenwell, one of our dedicated drafting paralegals. She's a graduate of Grand Valley State University and began her career as a Client Services Coordinator. Below Deedee shares why she enjoys what she does.
Carpe diem!
Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to do with Medicaid? How do you prove you made the transfers for a purpose other than to qualify for Medicaid?
Learn The Social Security Strategies or Let The Government Keep Your Money...the choice is yours!
There are a lot of common mistakes people make when signing up for Social Security. Join us for our Visiting Expert workshop, Social Security Made Simple, presented by Nancy Courser CLTC, CSFP®
Wednesday, June 13th from 5:30pm - 7:00pm
4965 East Beltline Ave NE, Grand Rapids
This is your opportunity to learn little known Social Security strategies that could maximize your lifetime benefits and KEY FACTORS you need to know BEFORE applying for Social Security.  Timing is everything!! Reserve your seat by calling 616-361-8400.
Click Here to learn more.
We Cannot Serve You Without Our Team - Meet Deedee
"I enjoy my job because each day presents a new set of exciting challenges. The work we do is both complex and detail oriented, and as such this position is intellectually challenging and rewarding. Furthermore, I very much enjoy the opportunity to help our families find peace of mind through quality estate planning. One of the best parts of the job is when a client expresses their gratitude for how much our services have impacted them in a positive way. Lastly, the teamwork at our office is truly amazing and I am thankful to work with such a wonderful group of people!"
COA Conference
Vanna White, Richard Dawson, Allen Luden, Monty Hall, Bob Barker... Come On Down...t o the Aging Well Conference!
Win Prizes! Great Speakers! Vendor Booths!
Come dressed in game show attire and enjoy the
F-U-N! Whoever said, "There's no such thing as a free lunch?" It's on us!
Thursday, May 10th at The Cultural Center at St. Nicholas - 2250 East Paris Ave. SE
This event is FREE but, we want to know you're coming. Click Here and email us your name.
New Federal Law Puts Focus on Preventing Elder Abuse
A new federal law is designed to address the growing problem of elder abuse. The law supports efforts to better understand, prevent, and combat both financial and physical elder abuse. Full Story
Be on the Lookout for New Medicare Cards
(and New Card-Related Scams)
The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have Social Security numbers on them. The Centers for Medicare and Medicaid Services (CMS) is replacing each beneficiary's Social Security number with a unique identification number. CMS will begin mailing the cards in April 2018 in phases based on the state the beneficiary lives in. For Michigan beneficiaries, mailing will be after June 2018.
For more information, click here and here.
The Law Offices of David L. Carrier | 616-361-8400 |
Grand Rapids Holland Norton Shores Portage