The Truth About Estate Planning Workshop


Have all of your questions answered and join us for an interactive workshop on estate planning.

In this workshop, we will cover:

  • How to make life easier on your loved ones during troubling times.
  • Do your children know what to do at the right time?
  • What to consider before meeting with and selecting an estate planning attorney.
  • How can you stay in control when you don’t understand the process yet?
  • How to determine what your “gross estate” is, and why does it matter?
  • Why most living trusts do not work, and how to ensure yours does.
  • How to leave assets to your loved ones protected against divorces and creditors.
  • How legal fees are determined and strategies to reduce your overall costs by 50%.
  • Counseling vs. Word Processing – What are you really paying for?
  • Probate: What is it? Why does everyone want to avoid it?
  • What is the real “cost” of Probate?
  • Why many living trusts do not avoid Probate.
  • What is Trust Funding and why is it essential to the success of a living trust?
  • How often should I update my estate plan?
  • Changes in estate taxes – what is new and what should you do about it?
  • What are your options today?
  • How to plan your estate when estate taxes are uncertain.

With your schedule in mind, we’re offering multiple workshops on different days and times for your convenience. Choose from one of the dates and times below and contact Tamara to reserve your space.

September 25 – The Truth About Estate Planning Workshop 6 – 8 pm

November 24 – What to Do Workshop 9 am – 12 pm

November 27 – The Truth About Estate Planning Workshop 6 – 8 pm

Location: 3226 28th Street, Grand Rapids 49503

For more information, or to register for a workshop please contact Tamara Beel at (616) 300-2367, or

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