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. ________________________________

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CHARLES KLEINBROOK, P.C.
Attorney and Counselor at Law
29445 Beck Road, Suite A205
Wixom, MI 48393
(248) 352-9569 FAX (248) 468-0306
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