Tom discusses dower rights of married women in Michigan, how recently enacted legislation eliminates those rights, and what the consequence will be for married women in Michigan.

In today's episode Tom talks about when various estate planning documents (i.e. Will, Trust, Power of Attorney, HealthCare Power of Attorney) become effective, and when the fiduciaries (i.e. Personal Representative, Trustee, Attorney in Fact, Patient...

Tom discusses Michigan's new Qualified Dispositions in Trust Act that makes it easier to create a trust to protect your assets from your creditors. Find out how simple it can now be to protect what you own from risks of lawsuits and creditors.

Tom discusses a number of things that you need to consider before making your child a joint owner of your home, including loss of control, liability for your child's creditors, gift taxes and capital gains taxes.

Tom talks about what you should consider if you are thinking about naming multiple children as trustees, personal representatives, or agents under powers of attorney.

Tom talks about how his experience from running marathons might help you to complete your 2017 New Year's Resolutions.

Tom reviews the top 10 episodes from 2016

Tom discusses how using an LLC for rental property can protect your estate from law suits by tenants or their guests who get hurt on the rental property.Today’s estate planning tip is for married people…think before transferring your home into your...

While much of the conventional financial advice suggests that you roll multiple IRAs into one, Tom discusses a number of reasons to consider spreading your retirement savings around into multiple IRAs.

Tom discusses different strategies that can be employed when you do not want a child to receive a portion of your estate. This discussion is important to those who simply don’t want a child to receive part of their estate, as well as those who don’t...

Tom talks about what will happen to your pet if you become incapacitated or die, and how you can use a Pet Guardian Agreement or Pet Trust to provide continuing care for your pet. Tom, also, discusses the series of short YouTube videos that he has...

Tom talks about the history of the Thanksgiving holiday here and in Canada. You might be surprised to learn that it didn't start with the Pilgrims in Plymouth in 1621, but with King Henry VIII in 1536.In "Today's Tip", Tom, also, reviews the...

With the holidays right around the corner, Tom spends time talking about the tax consequences that need to be considered when you are making gifts to individuals if the total gifts to anyone person might exceed $14,000 during 2016.Tom, also,...

Tom discusses the idea of selling your life insurance policy when it is no longer needed or, perhaps, affordable. He also reviews a number of risks that need to be considered before you enter into the sale of your life insurance policy. Tom’s...

Tom discusses the use of beneficiary designations to avoid probate, and what happens if your named beneficiary dies before you.

Tom explains what an Irrevocable Trust is, how it differs from a Revocable Trust, and how it might be used to avoid or minimize federal estate taxes, serve as an asset protection vehicle, or provide a tool for advanced Medicaid planning or Veterans...

Tom interviews Richard Burman, a longtime Michigan Financial Professional. Dick shares his views on insurance, financial planning and estate planning.

Tom discusses the most common estate planning mistakes, and recommends ways to avoid them. He, also, introduces an expanded program format with new segments.

Tom and Jackie discuss the duties and responsibilities of a Conservator

Tom and his associate Amanda Bevel discuss many of the common scams that are being run to separate you from your money. They point out a number red flags that should alert you to a possible scam, provide tips on how to avoid becoming a victim, and...

Tom explains why using a 529 Plan can be a great way to pay for the costs of college education for children or grandchildren.

Tom discusses the planning that needs to be done before you get re-married (or once you are re-married) in order to keep your estate from going to your spouse's children.

Tom discusses the problems that can arise when you make an account jointly owned with a child, and suggests alternatives.

During this live call in episode, Tom answers caller's questions, and talks about many of his favorite places in Michigan.