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ISSUES FOR ADVISORS

A Legal Resource for Professional Advisors - © Andy Richards 2006 - all rights reserved.

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ISSUES FOR ADVISORS | issuesforadvisors.blogspot.com Reviews

https://issuesforadvisors.blogspot.com

A Legal Resource for Professional Advisors - © Andy Richards 2006 - all rights reserved.

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1

ISSUES FOR ADVISORS: How Much Diligence Should We Do?

http://issuesforadvisors.blogspot.com/2009/06/how-much-diligence-should-we-do.html

Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. How Much Diligence Should We Do? Wednesday, June 17, 2009. How Much Diligence Should We Do? E all acquire new clients. A new client often comes with a specific task or request. How far do we go to collect sufficient information from them and to inform them of things that they need to do? Nother client told me all about his business entity. Checking with the Michigan Department of Labor and Econo...

2

ISSUES FOR ADVISORS: August 2008

http://issuesforadvisors.blogspot.com/2008_08_01_archive.html

Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. 8220;Farm Bill” Creates a Short, but Wide Open “Window. Friday, August 1, 2008. 8220;Farm Bill” Creates a Short, but Wide Open “Window”. Onservation Easements create an opportunity for a landowner to own and use their land, pass them to successive generations, and realize substantial tax benefits. The 2008 Farm Bill dramatically changes this, but only for a short time! Subject to the January 1, 2010...

3

ISSUES FOR ADVISORS: December 2007

http://issuesforadvisors.blogspot.com/2007_12_01_archive.html

Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. Beneficiary Designations on “Tax-qualified” invest. Saturday, December 1, 2007. Beneficiary Designations on “Tax-qualified” investments. Ow  Its hard for me to believe is has been a year since my last newsletter! Being near the year-end, it may be a good time for a reminder on beneficiary designations for qualified retirement plans, individual retirement plans, and certain non-qualified annuities.

4

ISSUES FOR ADVISORS: It's Not About the Paper (It's ALL About the Service)

http://issuesforadvisors.blogspot.com/2009/11/r-ecently-new-client-asked-me-to-review.html

Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. Its Not About the Paper (Its ALL About the Servi. Wednesday, November 25, 2009. It's Not About the Paper (It's ALL About the Service). Ecently, a new client asked me to review an Estate Plan prepared by another attorney. Why would they be bringing it to another attorney for review? O what was the problem? S another year nears its end, I am moved to re-commit myself to provide superior service to cli...

5

ISSUES FOR ADVISORS: Critical Client Documents - Drafting for Precision and Flexibility

http://issuesforadvisors.blogspot.com/2009/09/critical-client-documents-drafting-for.html

Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. Critical Client Documents - Drafting for Precision. Sunday, September 20, 2009. Critical Client Documents - Drafting for Precision and Flexibility. Precision in written communication is arguably ever more important. Paradoxically, it is becoming less precise, between our always evolving slang terms and the abbreviations "texting" hath wrought. Mention this, not because it has great relevance to writ...

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assetprotectionlegal.blogspot.com assetprotectionlegal.blogspot.com

MICHIGAN ASSET PROTECTION: April 2010

http://assetprotectionlegal.blogspot.com/2010_04_01_archive.html

SMITH BOVILL LAW FIRM. GREAT LAKES BAY LAWYERS - SMITH BOVILL, P.C. - Providing quality legal services througout Mid-Michigan. Friday, April 2, 2010. N today's difficult economic climate, protection of your assets is a legitimate, and important concern. Asset Protection seminars, and " one-size-fits-all" schemes. They are just tools . . . . and tools can be abused. Coupled with an understanding of the Laws applicable to debtors and creditors in the place you live and/or own the assets. Ll states have Law...

michiganestateplanning.blogspot.com michiganestateplanning.blogspot.com

MICHIGAN ESTATE PLANNING: March 2012

http://michiganestateplanning.blogspot.com/2012_03_01_archive.html

Smith Bovill, P.C. National Association of Estate Planning Councils. GREAT LAKES BAY LAWYERS - Smith Bovill, P.C. - Providing quality legal services throughout Mid-Michigan. Some Family Cottage Strategies in Light of the Klooster Case. Mar 19, 2012. S an owner-family, one of the first questions I have clients consider is whether they should even go down that proverbial road? The family cottage should be passed. Nor is it really a road map illustrating. N 2010, the Michigan Supreme Court decided. Erhaps t...

michiganbusinesslaw.blogspot.com michiganbusinesslaw.blogspot.com

MICHIGAN BUSINESS LAW: MICHIGAN SINGLE MEMBER LIMITED LIABILITY COMPANIES

http://michiganbusinesslaw.blogspot.com/2009/09/m-ichigan-limited-liability-companies.html

Smith Bovill, P.C. GREAT LAKES BAY LAWYERS - SMITH BOVILL, P.C. - Providing quality legal services throughout Mid-Michigan. MICHIGAN SINGLE MEMBER LIMITED LIABILITY COMPANIES. Tuesday, September 1, 2009. Ichigan Limited Liability Companies. But is it a foregone conclusion that every sole proprietor business should become a Single Member LLC? Here are always tax and financial considerations. There are times when corporate, partnership, or other ownership form may create more advantage to the owner tha...

michiganbusinesslaw.blogspot.com michiganbusinesslaw.blogspot.com

MICHIGAN BUSINESS LAW: Periodic Maintenance for Your Business

http://michiganbusinesslaw.blogspot.com/2012/03/periodic-maintenance-for-your-business.html

Smith Bovill, P.C. GREAT LAKES BAY LAWYERS - SMITH BOVILL, P.C. - Providing quality legal services throughout Mid-Michigan. Periodic Maintenance for Your Business. Monday, March 19, 2012. E think nothing of visiting the Dentist every 6 months, and the Doctor for an annual checkup. Likewise, most of us regularly maintain our automobiles. Regular maintenance of your business is every bit as essential. He most important thing to realize is that failure to observe this very simple annual requirement can resu...

michiganbusinesslaw.blogspot.com michiganbusinesslaw.blogspot.com

MICHIGAN BUSINESS LAW: June 2009

http://michiganbusinesslaw.blogspot.com/2009_06_01_archive.html

Smith Bovill, P.C. GREAT LAKES BAY LAWYERS - SMITH BOVILL, P.C. - Providing quality legal services throughout Mid-Michigan. Understanding How DELEG Treats Business Entities. Wednesday, June 17, 2009. Ronically (to me) while these periodic filings are pretty simple (and more often than not, pre-filled out when sent), I see a lot of clients neglecting the simple chore of signing (ocassionally correcting) and sending them in with their annual fee. Nother area that is often a source of confusion is the use o...

michiganbusinesslaw.blogspot.com michiganbusinesslaw.blogspot.com

MICHIGAN BUSINESS LAW: September 2009

http://michiganbusinesslaw.blogspot.com/2009_09_01_archive.html

Smith Bovill, P.C. GREAT LAKES BAY LAWYERS - SMITH BOVILL, P.C. - Providing quality legal services throughout Mid-Michigan. MICHIGAN SINGLE MEMBER LIMITED LIABILITY COMPANIES. Tuesday, September 1, 2009. Ichigan Limited Liability Companies. But is it a foregone conclusion that every sole proprietor business should become a Single Member LLC? Here are always tax and financial considerations. There are times when corporate, partnership, or other ownership form may create more advantage to the owner tha...

michiganbusinesslaw.blogspot.com michiganbusinesslaw.blogspot.com

MICHIGAN BUSINESS LAW: Why I Started This Blog

http://michiganbusinesslaw.blogspot.com/2009/06/why-i-started-this-blog.html

Smith Bovill, P.C. GREAT LAKES BAY LAWYERS - SMITH BOVILL, P.C. - Providing quality legal services throughout Mid-Michigan. Why I Started This Blog. Friday, June 12, 2009. Those of you who know me must be wondering, by now, whether I have time to do anything else, and if I have become addicted to "Blogging.". I hope you will find the information here useful and informative and that this will become a resource for business-law information. Posted by Michigan Estate Planning. Smith Bovill Law Firm. 160;&#1...

michiganbusinesslaw.blogspot.com michiganbusinesslaw.blogspot.com

MICHIGAN BUSINESS LAW: My First Rant

http://michiganbusinesslaw.blogspot.com/2009/06/my-first-rant.html

Smith Bovill, P.C. GREAT LAKES BAY LAWYERS - SMITH BOVILL, P.C. - Providing quality legal services throughout Mid-Michigan. Friday, June 12, 2009. I have become an XM Radio listener. I enjoy being able to tune in the major news outlets like CNN, FOX and NPR, as well as some of the Sports Stations. Recently, I have begun to ocassionally enjoy the Comedy stations, too. Michigan Estate Planning Blog. With some truly wonderful relationships with other professionals and with many loyal clients. I am not c...

michiganbusinesslaw.blogspot.com michiganbusinesslaw.blogspot.com

MICHIGAN BUSINESS LAW: Understanding How DELEG Treats Business Entities

http://michiganbusinesslaw.blogspot.com/2009/06/understanding-how-deleg-treats-business.html

Smith Bovill, P.C. GREAT LAKES BAY LAWYERS - SMITH BOVILL, P.C. - Providing quality legal services throughout Mid-Michigan. Understanding How DELEG Treats Business Entities. Wednesday, June 17, 2009. Ronically (to me) while these periodic filings are pretty simple (and more often than not, pre-filled out when sent), I see a lot of clients neglecting the simple chore of signing (ocassionally correcting) and sending them in with their annual fee. Nother area that is often a source of confusion is the use o...

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ISSUES FOR ADVISORS

Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. Its Not About the Paper (Its ALL About the Servi. Wednesday, November 25, 2009. It's Not About the Paper (It's ALL About the Service). Ecently, a new client asked me to review an Estate Plan prepared by another attorney. Why would they be bringing it to another attorney for review? O what was the problem? S another year nears its end, I am moved to re-commit myself to provide superior service to cli...

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A bulletin board of relevant topics for informed living today. To Issues Topic Page. America, The Beautiful. God shed His grace on thee,. And crown they good with brotherhood from sea to shining sea.

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A bulletin board of relevant topics for informed living today. To Issues Topic Page. America, The Beautiful. God shed His grace on thee,. And crown they good with brotherhood from sea to shining sea.

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