Free Financial Planning Workshops

Join Terri North, Owner and Attorney for Legal Strategies, PC, for two free virtual financial planning workshops.  Register by visiting https://tinyurl.com/2020lunchandlearn 

by October 19, 2020.  You will receive a zoom link the day of the workshop with instructions on how to log in.  The two free seminars include:

Legal Issues for Caregivers

Tuesday, October 20, 2020, from 12 noon – 1 p.m.

Being a caregiver for a family member comes with a lot of questions.  During this virtual financial workshop learn how to use a power of attorney for a disabled person.  What to check for to make sure the documents are “up-to-date” and will be accepted.  What exactly is Guardianship and when do you need it?  What is a Conservator and why would you need to be one?  How to freeze credit to protect a vulnerable person and so much more.

Does Your Teenager Need an Estate Plan?

Tuesday, November 3, 2020, from 12 noon – 1 p.m.

Why would a young adult need an estate plan?  Once they are 18, they have to give written authority for a parent to handle their legal financial or medical affairs.  If they are away at school, or studying abroad, mom and dad may need to take care of their banking, their car, health insurance coverage, etc. without them being present. Learn more about what is needed to plan for your teenager.

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Legal Strategies, P.C. 

Terri North is the Macomb County, Michigan attorney who heads up the Legal Strategies practice. Legal Strategies assists clients in the areas of estate planning, probate and real estate. 
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