law office             for wills and trusts

Gary F. Allen Attorney At Law in Northville

Gary F. Allen Attorney-At-Law

Events And Seminars


Presented by:  Gary F. Allen Attorney-At-Law


            **SUMMARY OF SEMINARS AND DATES/TIMES BELOW**

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Wills, Trusts and Ladybird deeds:   Learn how to avoid probate and save thousands of dollars, why you probably don’t need a trust, how to put a beneficiary on your home deed, and why powers of attorney are your most important estate planning documents. Learn why holding an unrecorded deed may uncap taxes on property at death.

New Laws Affecting your Estate Plan:  Reviews recent changes to Michigan Law & IRS regulations that will affect your existing estate plan.  This seminar will explain those changes and you will learn if you need to make changes to your estate plan. Learn about the new Funeral Representative Law and the new law on uncapping real estate taxes at death.

Protect Your Retirement:  There are many outside forces which may derail your retirement plans.  These threats include:  inflation, stock market risk, outliving your assets, creditors, assisted living, nursing home expense, and increases in tax rates.   Learn how many of these forces may be minimized or eliminated.

When you no longer can care for yourself or a loved one:  This seminar will cover three important aspects of your long term care planning.  First, what are the options from home care, assisted living, memory care, nursing care and more?  Second, a discussion of critical care issues such as dementia, licensed v. unlicensed homes, rehab, socialization, and cost.  Finally, what are the options to pay for the care including insurance, Veterans benefits and Medicaid?

Eliminate or Avoid Taxes:
Taxes may be your biggest expense in retirement.  Learn about estate taxes, inheritance taxes, gift taxes and income taxes on your estate.  Learn how to covert taxable income to tax deferred or to tax free.  Learn what your heirs will be taxed on and how to reduce those taxes.

What you need to know about 401ks, IRAs:  Learn about the rules and regulations of retirement accounts, avoiding penalties, taking RMDs, “planning for a stretch IRA”, and when to convert to a Roth IRA. Emphasis is on reducing income taxes and penalties.

Top 10 Senior Scams:  The SCAMS seminar will review the top 10 senior scams and how to avoid them.  You will also learn how to identify new scams as they come along.  


 

 Gary F. Allen Attorney At Law events and seminars            

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2017 NORTHVILLE SEMINARS
Third Tuesday and Fourth Monday from January to November
All seminars will be at 10:30am
Northville Community Center: 303 W. Main St. Northville, MI  48167
Please call (248) 349-4140 to reserve a seat

 January 17  Wills, Trusts and Ladybird deeds
January 23  New Laws Affecting your Estate Plan
February 21  Protect Your Retirement
February 27  When you no longer can care for yourself or a loved one
March 21  Wills, Trusts and Ladybird deeds
March 27  Eliminate or Avoid Taxes
April 18  What you need to know about 401ks, IRAs
April 24  Top 10 Senior Scams
May 16  Wills, Trusts and Ladybird deeds
May 22  New Laws Affecting your Estate Plan
June 20  Protect Your Retirement
June 26  When you no longer can care for yourself or a loved one
July 18  Wills, Trusts and Ladybird deeds
July 24  Eliminate or Avoid Taxes
August 15  What you need to know about 401ks, IRAs
August 28  Top 10 Senior Scams
September 19  Wills, Trusts and Ladybird deeds
October 3  New Laws Affecting your Estate Plan
* October 17   Protect Your Retirement * NOTE DATE CHANGE
October 23  When you no longer can care for yourself or a loved one
November 21  Wills, Trusts and Ladybird deeds
November 27  Eliminate or Avoid Taxes


* Or visit Northville Senior's Inspire newsletter for dates and times by clicking here .

2017 PLYMOUTH SEMINARS
Fourth Thursday in the month January through October
All seminars will be at 1:30pm
Plymouth Friendship Station: 42375 Schoolcraft Plymouth, MI  48170
Please call (734)354-3222 to reserve a seat!

January 26  Eliminate or Avoid Taxes                
February 23  When You No Longer can Care for Yourself or a Loved One          
March 23  What you Need to Know about 401Ks and IRAs                  
April 27  New Laws Affecting your Estate Plan                          
May 25  Wills Trusts and Ladybird Deeds                                
June 22  When You No Longer can Care for Yourself or a Loved One
July 27  What you Need to Know about 401Ks and IRAs                  
August 24  New Laws Affecting your Estate Plan                          
September 28  Wills Trusts and Ladybird Deeds    

October 26  Top 10 Senior Scams                                                


* Or visit Plymouth official webpage for dates and times by clicking here  where you may view the Friendship Station's Senior Sentinal newsletter.


​2017 WESTLAND SEMINARS
Third Thursday in the month January through October
All seminars will be at 1:00pm
Westland Friendship Center: 1119 N. Newburgh, Westland, MI  48185
Please call (734)722-7632 to reserve a seat

January 19  Eliminate or Avoid Taxes                
February 16  When You No Longer can Care for Yourself or a Loved One          
March 16  What you Need to Know about 401Ks and IRAs                  
April 20  New Laws Affecting your Estate Plan                          
May 18  Wills Trusts and Ladybird Deeds                                
June 15  When You No Longer can Care for Yourself or a Loved One
July 20  What you Need to Know about 401Ks and IRAs                  
August 17  New Laws Affecting your Estate Plan                          
September 21  Wills Trusts and Ladybird Deeds                                 

October 19  Top 10 Senior Scams


* Or click here to visit Westland's Senior Activity Schedule link for a list of current classes at the Friendship Center.


                                                


Gary F. Allen Attorney At Law events and seminars



Gary F. Allen Attorney At Law, free consultation, Estate Planning Strategies, Trust, Wills, Powers of Attorney, Deeds, HIPAA, Medicaid, VA, Veterans, Probate, Trust Administration, Long Term Care, Nursing Homes, Medicaid, Northville, Livonia, Plymouth, Novi, Canton, South Lyon.