Family-Centered Estate Planning, Wealth Preservation & Elder Law
Estate Planning Worksheet
Please take a few minutes to complete the following Estate Planning Worksheet. We will use this as the basis for tailoring an estate plan to your specific needs. Please note that all information provided will be kept strictly confidential and will be used only for purposes of evaluating your estate planning options. If you are married, please have your spouse complete another Worksheet, filling in ONLY the answers where information is different than yours. Also, where names, addresses and phone numbers are requested for the same person more than once, you only need to provide these details one time.
Once you have completed the Estate Planning Worksheet, please mail your information to attorney Glenn Matecun or fax it to (586) 620-6175.
This information is designed to provide a general overview with regard to the subject matter covered. Glenn Matecun is licensed by the State of Michigan and this website is for Michigan residents only. The authors, publisher and host are not providing legal, accounting, or specific advice to your situation. IRS Circular 230 Disclosure: Any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.
