Check out this new Tuesday with Tom episode where he discusses whether you should name your children as 'joint' or 'co' successor trustees. It's an informative conversation about estate planning in Michigan!

Did you know that in 2026 most American’s will see their taxes increase due to the expiration of Trump’s tax cuts? Tom discusses the pending changes that might increase you taxes, and what you might be able to do now to minimize your increase.

To begin the new year, Tom reviews many of the 2024 changes relevant to estate planning and settlement, including Estate and Gift Taxes, Retirement contribution amounts, 529 Plans and Michigan Durable Powers of Attorney.

If you have been appointed as financial and/or medical power of attorney, be sure you understand the limits on your authority.

A witness can serve an important function in the execution of your Durable Power of Attorney. Be sure you understand the execution and witnessing requirement for your Durable Power of Attorney.

If you are going to have a trust as part of your estate plan, be sure that you understand important differences between a Testamentary Trust and a Living Trust.

Sometimes, questions that have to be asked to prepare your estate plan are uncomfortable. They are not being asked by the attorney simply to be nosy, but are being asked to make sure that an appropriate estate plan is being prepared for you.

A witness serves an important function in the execution of your Power of Attoney for Health Care. Be sure you understand who cannot be a witness to your Will Power of Attoney for Health Care.

A witness serves an important function in the execution of your final Will. Be sure you understand who can and cannot be a witness to your Will

Be sure you understand how your heirs might be affected by new IRS rules changing how step-up in basis applies to certain assets.

You are sending your student away to college, but does she have theses 2 documents that every college student should have?

Not sure if you need a Trust or a Will? Here are six reasons for choosing the Trust

In today’s archived episode Tom discusses a case in which a woman in a long-term care facility died because there was confusion about her end-of-life wishes as documented in her chart and her Living Will.

Are you interested in protecting farmland from being developed? In today's podcast Kara O'Connor, from American Farmland Trust, explains what agricultural conservation easements are and how they are used to protect farmland from development.

Tom discusses several ways that SECURE 2.0 Act, signed into law in late December 2022, might affect your retirement planning.

Tenants in Common ... Joint Tenants ... Joint Tenants with Rights of Survivorship ... Tenants by the Entireties. Be sure you understand how you own your Michigan real estate.

As a follow-up to last Week's episode about how to reject an inheritance, Tom discusses 6 times when it can make sense to say No to an inheritance.

Disclaimers…What they are…how they work…what they are used for

Does today’s volatile stock market and uncertain economy have you worried? Tom discusses Certificates of Deposit as investments, and how to make your CD yields higher with a CD ladder.

Just like your home, spring is a good time to clean your estate plan.

The Roth IRA "five-year rule" can trigger an unexpected tax bill, even after age 59 1/2.

Enjoy our 7th anniversary podcast in which Tom plays the very 1st poscast from February 23, 2016.

If you are thinking about naming a sibling as a beneficiary on a life insurance policy to manage the insurance proceeds for your minor child in order to avoid probate, STOP! Listen to today’s episode.

If you have a manufactured or mobile home in mobile home park, you will want to listen to this episode.