|
Agenda
for Discussion
List Planning
Objectives
Level of
Importance
|
High |
Medium |
Low |
| 1. Getting the estate in order |
_____ |
_____ |
_____ |
| 2. Probate avoidance |
_____ |
_____ |
_____ |
| 3. Death tax reduction |
_____ |
_____ |
_____ |
| 4. Care of children after death |
_____ |
_____ |
_____ |
| 5. Transferring the business |
_____ |
_____ |
_____ |
| 6. Providing sufficient cash flow |
_____ |
_____ |
_____ |
| 7. Covering risk exposure |
_____ |
_____ |
_____ |
| 8. Retirement planning |
_____ |
_____ |
_____ |
Specific
Areas Which Need Current Review
1. ____ Present wills and
trusts
2. ____ Insurance Program
3. ____ Current investments
4. ____ Fringe benefit package
5. ____ Business agreements
6. ____ Gifting program
7. ____ Disability income
8. ____ Long-term care
9.
_________________________________
10.
________________________________
MIADVOCATE.COM
CHARLES
KLEINBROOK, P.C.
Attorney and Counselor at Law
29445 Beck Road, Suite A205
Wixom, MI 48393
(248) 352-9569 FAX (248) 468-0306
Email: MrChip1234@aol.com
"Helping
Some of Michigan's Wealthiest Families Protect and Grow
Their Estate Since 1990"
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