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Resources

Estate Planning 

Estate Planning Client Intake Form - Single
Estate Planning Client Intake Form - Couple
Funding Rates
Michigan Property Transfer Affidavit
Michigan Principal Residence Exemption
Smokeball Communicate Instructions (secure client portal)
"A Good Goodbye" TedX Talk by Gail Rubin

Business Planning

Business Planning Client Intake Form
Business Entity Type Flow Chart
Michigan business entity name search
Corporations Online Filing System (COFS)
IRS tax information for businesses
U.S. Small Business Administration

Trust Administration

Trust Administration Client Intake Form
Taxpayer Identification Number application

Probate Administration 

Probate Administration Client Intake Form
Michigan Probate Court forms index
Michigan inventory fee calculator
Michigan Unclaimed Property Search

Other Resources

TWIGS (To Work In Grateful Service) - local non-profit offering assistance to cancer patients and their families
Ele's Place - a healing center for grieving children and teens and their families

Disclaimer

The information contained in this website is provided for informational purposes only and should not be construed as offering legal advice or creating an attorney-client relationship between the reader and the attorney.  You should not act or refrain from acting on the basis of any content included on this website without seeking appropriate legal advice from an attorney licensed in your state.

P.O. Box 9, Dimondale, MI 48821
Phone: (517) 708-2222

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