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legaladvizor.com Monthly Newsletter

For your convenience, you may access the current issue and past issues of our online estate planning newsletter.

• Joint Tenancy Traps (February 09)
• Trustworthy Trusts (January 09)
• Are You Ready? (December 08)
• Family Matters (November 08)
• Charitable Opportunities (October 08)
• Beneficiary Designations (September 08)
• Majoring In Minors (August 08)
• Adult Education (July 08)
• Facing Facts (June 08)
• FLP Primer (May 08)
• Five Estate Blunders (April 08)
• Business Owners Beware (March 08)

Client Planning Forms

• Client Information Form [PDF file]
• Estate Settlement Checklist [PDF file]
• Asset Tracking Document [Provided by the Michigan Office of Retirement Services, this document can help your loved ones locate assets, important documents, account information and passwords.]

Resources