Upcoming Workshops
Join us weekly for our Wisdom Webinars every Wednesday at 1pm.  Visit www.WisdomWebinar.com to join us on a Live Q&A with attorney and advisor Christopher J. Berry, Esq., CELA
Three Educational Webinars to Watch From the Comfort of Your Own Home and on Demand.
With the Coronavirus, we've cancelled all of our in person workshops on estate planning, elder law, medicaid planning and retirement planning.  We are in the process of taking that great content and turning into on-demand webinars you can watch at any time.

Learn the 
10 Gruesome Estate Planning Mistakes

10 estate planning mistakes
Estate planning is easy right?  Maybe you have an estate plan already, this short 30 minute webinar will lay out the 10 most common and gruesome mistakes we've seen over the last 15 years of helping families.

Tax Planning in Retirement in a Post Secure Act World

Between the Tax Cuts and Jobs Act, the Secure Act and now the Cares Act, the tax world has been turned on it's head.  Learn strategies to position yourself properly and don't miss the window of opportunity that is now available.

Legal, Financial and Tax Planning in 
3 Easy Steps

This webinar will lay out the necessity for integration between your legal, financial and tax plan.  Additionally, it will expand on how the Castle Trust is a unique planning tool to consider if you are concerned about long-term care or lawsuits.
Contact us

Phone:  844-885-4200

Main Brighton Office
8550 W. Grand River Ave., ste. 200
Brighton, MI 48116

Upcoming Events
10 Estate Planning Mistakes Webinar
Webinar Focusing on the 10 Estate Planning Mistakes
Ongoing
CUSTOM JAVASCRIPT / HTML
Secure Act Law Update Webinar
Learn about the Secure Act and what it means for your retirement and legacy planning
CUSTOM JAVASCRIPT / HTML
Ongoing
Satellite Offices by appointment only.

Ann Arbor Office Evolution
455 E. Eisenhower Pkwy., Ste. 300
Ann Arbor, MI 48108

Bloomfield Hills AmeriCenter
7 W. Sq. Lake Rd.
Bloomfield Hills, MI 48302

Lansing Flex Suites
5030 Northwind Dr., Ste. 120
East Lansing, MI 48823

Livonia AmeriCenter
39111 Six Mile Rd.,
Livonia, MI 48152

Novi Americenter
28175 Haggerty Rd.,
Novi, MI 48377