Aug. 17, 2021
Protect Your Child’s Inheritance From Their Divorce (Episode #237)
How to protect your child's inheritance from going to their spouse in the event of a divorce.
Aug. 10, 2021
Two Essential Documents That Your College Student Should Have (Episode #236)
Did you know that if that child that you sent away to college gets ill with COVID19, you do not have any legal authority to know about, or make decisions about, their medical care just because you are their parent? Tom discusses the important legal...
July 13, 2021
Be Sure to Get It In Writing….(Episode #235)
In this archived episode Tom explains why you need confirmation of your beneficiary designations.
July 6, 2021
Did you know that casket burial and cremation are not your only options? (Episode #234)
If you are looking for an alternative to traditional casket burial or cremation, consider natural burial, green cremation or composting burial.
June 22, 2021
Can My Financial Advisor Help Me Prepare My Estate Plan? (Episode #233)
Your financial advisor is an important member of your estate planning team. There are, however, limitations that a financial advisor might have in helping you.
June 8, 2021
What Seniors Should Know Before Getting Remarried (Episode #232)
In this clip from an archived episode, Tom discusses 3 important issues that every senior should consider before getting remarried.
May 25, 2021
Six Reasons to have a Trust and not a Will (Episode #231)
Not sure if you need a Trust or a Will? Here are six reasons for choosing the Trust
May 18, 2021
Do Your Spouse Or Children Have To Pay Your Debts After You Die? (Episode #230)
Since you can't take them with you, when will your spouse or children have to pay your debts after you die?
May 11, 2021
When Does Your Power Of Attorney Begin and End? (Episode #229)
You and your Agent in your Power of Attorney need to know when their authority begins and ends.
May 4, 2021
Avoiding Probate by Using a TOD to Transfer Your Michigan Business (Episode #228)
Do you have a business that you want to transfer at the time death without having to open a probate estate? Tom discusses how you might be able to use a TOD designation to transfer that business, and why that might be better than transferring it now.
April 27, 2021
Suggestions for How to Include Grandchildren in Your Estate Plan (Episode #227)
Are you thinking about including grandchildren in your estate plan? In this archived episode, Tom discuses options to consider.
April 20, 2021
Saying Goodbye to Your Love Ones (Episode #226)
It has been 8 years since we buried my Mom, and 1 year since we buried my Dad. In this archived episode I talk about ways to say goodbye to a loved one who is dying; and writing a goodbye letter that will be given to loved ones after your death.
April 6, 2021
How To Access A Safe Deposit Box After Death (Episode #225)
Enjoy this archived episode discussing how to access a safe deposit box after the renter’s death.
March 30, 2021
The 12 Types of CDs (Episode #224)
Enjoy this archived episode where I discuss the 12 types of CD's to consider as part of your investment portfolio
March 9, 2021
Five Things Every New Parent Needs To Know About Wills (Episode 223)
As a new parent, you naturally want to ensure the success of your child's future in every way. Making a will might be the last thing on your mind, but could be essential to ensuring your child's future. Here are five key points every new parent...
March 2, 2021
Why Spring Cleaning Should Include Your Estate Plan (Episode #222)
When you get the spring cleaning bug, listen to this archived episode. I explain why spring cleaning should include your Estate Plan.
Feb. 23, 2021
5th Anniversary Podcast - What is an Estate Plan? (Episode #221)
To celebrate the 5th anniversary of our first podcast on February 23, 2016, here is the first episode answering the question - What is an Estate Plan? Tom discusses what an Estate Plan is, and is not, and the various decisions needed to develop an...
Feb. 16, 2021
How to Reject an Inheritance (Episode #220)
Learn how to reject an inheritance by using a Disclaimer…what they are…how they work…what they are used for
Feb. 9, 2021
6 Reasons to Reject an Inheritance (Episode #219)
Did you know that you might be better off rejecting an inheritance? Tom discusses 6 times when it can make sense to say "No" to an inheritance.
Feb. 2, 2021
Should You Have Joint Trustees? (Episode #218)
Are you considering appointing multiple children to be in charge of settling your estate? If so, then today’s episode is for you. Tom discusses the pros and cons of having multiple children serve as your trustees or agents under powers of attorney....
Jan. 26, 2021
Should a Married Couple Have One Trust or Two? (Episode #217)
In today’s episode, Tom discusses why and when spouses might decide to have separate trusts, rather than one joint trust.
Jan. 19, 2021
What is a Michigan Lady Bird Deed? (Episode #216)
Tom explains what a Michigan lady bird deed is, and when they are used.
Jan. 12, 2021
Watch for These Two Potential Estate Tax Changes Under The New Administration (Episode #215)
The new Biden administration will likely pursue 2 significant changes to Federal Estate Taxes that might affect most estates
Jan. 5, 2021
What Happens If You Don’t Get a Deed When You Pay Off Your Land Contract? (Episode #214)
Failing to get a deed from the seller when you pay off your land contract results in headaches and possible legal expenses