GRAND RAPIDS, Mich. (WOOD) - When planning ahead to secure your future finances, there is so much to think about including retirement, life insurance, wills and trusts, and it can be tough to keep up. Sometimes having the help of an estate lawyer can be helpful, but how do you know who to trust?
eightWest Ask the Expert, David Carrier, has the five worst mistakes that lawyers make and what you need to watch out for.
1. Power of attorney who don't do what they're supposed to do.
2. Reliance on wills
3. Focus on the leftovers
5. Funding assets into the trust
At David Carrier Law they don't sell products or lock families into a given investment strategy, it's all about meeting with families and knowing there is not a "one size fits all" solution. David Carrier Law will work with families to determine the things that are most important to them and to protect and preserve what each family values.
David Carrier is offering free workshops coming up to help assist with your estate planning needs.
Saturday, June 15 from 11 a.m.-1 p.m.
Thursday, June 27 from 3 - 5 p.m.
Saturday, June 29 from 11 a.m. - 1 p.m.
Saturday, June 29 from 3 - 5 p.m.
Friday, July 12 from 2 - 4 p.m.
Saturday, July 20 from 11 a.m.- 1 p.m.
These workshops are free, but you must RSVP ahead of time by calling 616-361-8400 or online at www.davidcarrierlaw.com.
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