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60 minutes 401k video

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NEW SEMINARS FOR 2017

ELDER LAW SERIES

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


1. Wills Trusts and Ladybird Deeds: Learn how to avoid probate and save thousands of dollars, why you probably don't need a will or 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.

2. New Laws Affecting Your Estate Planning: Review 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 Federal Representative Law and the new law on uncapping real estate taxes at death.

3. 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. 

4. When You No Longer Can Take Care of 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?

5. 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.

6. 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.

7. 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.


2017 Seminars in Northville, MI

Third Tuesday & Fourth Monday from January to November
All Seminars start at 10:30am
 Northville Community Senior Center
303 W. Main St.
Northville, MI 48167
Call (248) 349-4140 to reserve a seat!



Wills Trusts and Ladybird Deeds: January 17
New Laws Affecting Your Estate Plan: January 23
Protect Your Retirement: February 21
When You No Longer Can Care For Yourself or a Loved One*: February 27
Wills, Trusts and Ladybird Deeds: March 21
Eliminate or Avoid Taxes: March 27
What You Need to Know About 401ks, IRAs: April 18
Top Ten Senior Scams: April 24
Wills, Trusts and Ladybird Deeds: May 16
New Laws Affecting Your Retirement Plan: May 22
Protect Your Retirement: June 20
When You No Longer Can Care For Yourself or a Loved One*: June 26
Wills, Trusts and Ladybird Deeds: July 18
Eliminate or Avoid Taxes: July 24
What You Need to Know About 401ks, IRAs: August 15
Top 10 Senior Scams: August 21
Wills, Trusts and Ladybird Deeds: September 19
New Laws Affecting Your Estate Plan: September 25
Protect Your Retirement: October 17
When You No Longer Can Care For Yourself or a Loved One*: October 23
Wills, Trusts and Ladybird Deeds: November 21
Eliminate or Avoid Taxes: November 27

*Independence Village Providing Refreshments


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2017 Seminars in Plymouth, MI
Fourth Thursday of the Month: January - October
All Seminars start at 1:30 pm
Plymouth Friendship Station
42375 Schoolcraft
Plymouth, MI  48170

Call (734) 354-3222 to reserve a seat!



Eliminate or Avoid Taxes: January 26
When You Can No Longer Can Care For Yourself or a Loved One: February 23
What You Need to Know About 401ks, IRAs: March 23
New Laws Affecting Your Estate Plan: April 27
Wills, Trusts and Ladybird Deeds: May 25
When You Can No Longer Can Care For Yourself or a Loved OneJune 22
What You Need to Know About 401ks, IRAs: July 27 
New Laws Affecting Your Estate Plan: August 24
Wills, Trusts and Ladybird Deeds: September 28
Top 10 Senior ScamsOctober 26




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2017 Seminars in Westland, MI
Third Thursday of the Month: January - October
All Seminars start at 1:00 pm
Westland Friendship Center
1119 N. Newburgh
Westland, MI  48185

Call (734) 722-7632 to reserve a seat!

Eliminate or Avoid Taxes: January 19
When You No Longer Can Care for Yourself or a Loved One: February 16
What You Need to Know About 401ks, IRAs: March 16
New Laws Affecting Your Estate Plan: April 20
Wills, Trusts and Ladybird Deeds: May 18
When You No Longer Can Care for Yourself or a Loved One:June 15
What You Need to Know About 401ks, IRAs: July 20
New Laws Affecting Your Estate Plan: August 17 
Wills, Trusts and Ladybird Deeds: September 21
Top 10 Senior Scams: October 19







Here is some feedback from recent seminar attendees.


There isn't a thank you card big enough to show my gratitude for all you have done for me! You have helped me provide for my mom in a way I never thought I could.
- Pam, Northville

As a senior, I have come to realize if you need help, an elder care attorney like Gary, is the way to go.
- Arleen, Novi

I came to learn and assist my folks initially, but learned so much for myself.
- Kay, Canton, MI

So informative. Gary Allen is now my attorney.
- Mary, Plymouth, MI

Gary clearly explained what goes on in probate and ways to eliminate. Also explained options for distribution of IRA on death of owner- great examples and allowed for questions from previous weeks' discussions.
- Danny, age 57

Concise explanations; humorous presentation and handouts were very helpful too.
- Maggie

Gary was very organized and was a good presenter. He is credible and avoided using technical jargon.

- Deborah, age 65

Personable approach; handouts and well prepared presentations - easy to understand.
- San, age 74

Gary chose very relevant subjects; explained them well - very credible.
- Nikki, age 60

Gary provided helpful handouts so we could review as needed and could take notes; used humor in presentation and gave many examples; stayed as needed to answer all questions.
- Anonymous Couple, ages 61 and 63