Aug. 22, 2017
The 4 Biggest Myth’s About Having a Will
If you have a Will, or are thinking about having a Will as part of your Estate Plan, be sure you understand what Wills do and do not do. In today’s episode, Tom talks about the 4 most common myths people have about Wills.
Aug. 15, 2017
10 Reasons You Might Need a Retirement Planner
Are you thinking about retirement? If so, Tom discusses 10 reasons why you might consider hiring a professional to help you with your retirement planning.
Aug. 1, 2017
How to Keep Your Family Cottage in the Family
Do you have a family cottage that you want to be sure stays in your family after you die? Tom discusses different ways of setting up the cottage so that it does not go outside of the family to children’s creditors or spouses.
July 25, 2017
Is Your Living Trust Empty?
Tom discusses the importance of putting what you own into your Living Trust box in order to avoid probate.
July 18, 2017
Archived Episode - What Is A Do-Not Resuscitate Order (DNR), And How Do You Get One?
Enjoy this archived episode in which Tom explains what a Do-Not-Resuscitate Order (DNR) is, and how to get one.
July 11, 2017
Are All of the Parts of Your “Peace of Mind Plan” In Place?
During today’s episode, Tom reviews the several parts that make up a “Peace of Mind Plan”. Having the appropriate parts in place so you will have the peace of mind that comes from knowing that your “golden years” will be golden, and that your loved...
June 27, 2017
What The Heck Is An ILIT….And Should You Have One As Part Of Your Estate Plan?
Tom explains what an Irrevocable Life Insurance Trust is, and how it might be used as part of your estate plan.
June 20, 2017
How to Save Your Children from a 20% Capital Gains Tax on Your Home
In today’s program, Tom explains how deeding your home to your children during your lifetime can end up costing your children a 20% Capital Gains tax when your home is sold.
June 13, 2017
Who Will The State of Michigan Give Your Estate To?
Tom discusses Michigan’s law of intestate succession, whom the State of Michigan will give your estate to when you die, and how you can make other arrangements for your loved ones.
June 6, 2017
Archived Program - Will the State of Michigan Take Your Home After You Receive Medicaid?
While Tom is out of the office today, please enjoy this archived program in which Tom discusses Michigan's Medicaid Estate Recovery law that requires the State of Michigan to recover the cost of Medicaid benefits that were paid for you from your...
May 30, 2017
The Good, The Bad and The Ugly of Having Multiple Trustees
Enjoy this archived episode in whichTom talks about what you should consider if you are thinking about naming multiple children as trustees, personal representatives, or agents under powers of attorney.
May 16, 2017
When Do Your Various Estate Planning Documents Take Effect?
Tom is out of the office today...so please enjoy this archived edition of his previous episode in which Tom talks about when various estate planning documents (i.e. Will, Trust, Power of Attorney, HealthCare Power of Attorney) become effective, and...
May 9, 2017
Have You Updated Your Estate Plan to Account for These Changes in the Law?
Tom discusses several changes in the law that might require your estate plan to be updated.
May 2, 2017
Don’t Leave Your Children With A Cash Poor Estate
Tom discusses the importance of making sure that if your home is going to go through probate, that there will be adequate cash available in the estate to pay ongoing expenses until the home is sold.
April 25, 2017
The Other Estate Planning Document That Everybody Should Have
Two weeks ago Tom told you why everyone should have a Power of Attorney for Health Care. In today's show, Tom discusses another document that you need as part of a complete estate plan.
April 18, 2017
Death and Taxes…How to Avoid Both of Them
Tom talks about taxes related to dying, and how you can use your estate plan to avoid them.
April 11, 2017
The One Estate Planning Document That Everybody Should Have
Do you have the one estate planning document that everyone should have? Tom tells you what it is, and explains why you need it.
March 28, 2017
How You Can You Use Your IRA to Buy a House
Tom discusses how you might be able to use money that you have saved in an IRA to purchase a new home, without incurring the 10% early withdrawal penalty.
March 21, 2017
Be Sure Your Home is Ready for You to Die
In today's episode, Tom discusses the importance of organizing your home in order to assist your estate administrator in locating your important documents, hidden money, jewelry, etc..
March 14, 2017
Answers to Common Questions About Funeral Planning
Tom answers common questions about planning your funeral...including whether you have to use the services of a licensed funeral director, who has the right to plan your funeral if you don't, do you have to purchase a casket from a funeral home, do you...
March 7, 2017
Why Married People Should Not Jointly Own Their Cars
Tom explains why married people are exposing their home to creditors when they jointly own a car.
March 1, 2017
Will the State of Michigan Take Your Home After You Receive Medicaid?
Tom discusses Michigan's Medicaid Estate Recovery law that requires the State of Michigan to recover the cost of Medicaid benefits that were paid for you from your estate after you die. Without proper planning, this can result in the State forcing the...
Feb. 21, 2017
What Is A Do-Not Resuscitate Order (DNR), And How Do You Get One?
In this one-year anniversary episode, Tom explains what a Do-Not-Resuscitate Order (DNR) is, and how to get one.
Feb. 14, 2017
PRESIDENT TRUMP’S TRUST – HOW BLIND IS IT?
In today's episode, Tom analyzes The Donald J. Trump Revocable Trust, compares it to a normal revocable trust, concludes that it is not a blind trust, and discusses why that matters to him.