Personal Planning

 

Summer 2008
 - The Do-It-Yourself Retirement Account
   "Checkup"

Spring 2008
 - Meet Michael Swogger
 - Cottage Planning Considerations
 - Should you make your home joint with a child?

Winter 2008
 
- Michigan finally adopts Estate Recovery Law

Fall 2007
  - Long Term Care Partnership Programs
    and Estate Recovery

Winter 2006
  - Contributing to a Charity from IRA
  - New Law on Annuities

Spring/Fall 2006
 
- Establish a trust for your pet

June 2006
  - 
Introduction to the Estate Planning Group
   - Planning for Disability and Death

 









 

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