Estate Planning Workshops for Michigan Parents

Workshop 1


Learn what you can do to ensure the success of your children, even if you're no longer around to raise them yourself.



Planning Wealth, Health, and Happiness:
For Parents of Minor Children



In this workshop, you will learn what you can do to ensure your children:

  1. Are always cared for by someone you approve of, and not someone chosen by a court.
  2. Are provided for even if you're not around to provide for them.
  3. Are protected from anyone who might take advantage of their inheritance.
  4. And that they also inherit your Intangible Wealth (your beliefs, values, or even the origin of cherished family traditions).

Workshop 2


Learn how to get financially organized from an estate planning perspective. Leave the most value possible for loved ones, while avoiding all of the common pitfalls that can lead to family confusion and conflict.



Planning for Your Wealth, Health, & Happiness ... When Your Children are No Longer Children



In this workshop, you will identify what you can do to:

  1. Ensure easy and tax efficient asset transfers that can save your children tens-of-thousands of dollars.
  2. Help your family avoid the time and outrageous expenses of probate court.
  3. Protect the assets you leave to your adult children from their future creditors, lawsuits, and divorcing spouses.
  4. Avoid family conflict and ensure your kids will always love each other even after you're gone.