When you get the spring cleaning bug, listen to this archived episode. I explain why spring cleaning should include your Estate Plan.

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...

Learn how to reject an inheritance by using a Disclaimer…what they are…how they work…what they are used for

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.

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....

In today’s episode, Tom discusses why and when spouses might decide to have separate trusts, rather than one joint trust.

Tom explains what a Michigan lady bird deed is, and when they are used.

The new Biden administration will likely pursue 2 significant changes to Federal Estate Taxes that might affect most estates

Failing to get a deed from the seller when you pay off your land contract results in headaches and possible legal expenses

Questions to ask if you are considering making a contribution to an endowment fund for your church or children's school.

In this archived episode, Tom, calling upon his 40 years of experience in working with clients, explains what every estate plan must include

In today's episode, Tom answers this eternal question.....

Why making a child a joint owner on your bank account can be a bad idea

Learn how to stop the State of Michigan from taking your home after your death if you have received Medicaid

Learn why if any of your Estate Plan documents were prepared before these dates, you need them updated.

Through our unique Estate Planning From Home service, you do not have to risk exposing yourself to COVID-19 in order to have your estate plan prepared and/or updated by a Michigan attorney.

In this archived episode, Tom discusses 7 things that you can do to help your Spouse after your death

Due to changes in Michigan Law, you might find that your bank, credit union or financial services company will no longer accept the Certificate of Trust that was prepared as part of your estate plan. In today’s archived episode, Tom discusses what...

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...

The Michigan Department of Treasury has millions of dollars in lost or forgotten assets from dormant bank accounts, uncashed checks, valuables left in safe deposit boxes, stock certificates etc. Listen to today's archived episodes to find out if any...

Did you know that creating a Living Trust does not avoid probate? Learn why, and how to fund your Trust to avoid probate.

Learn what a Health Care Power of Attorney is…..why you need one…..and what can happen if you do not have one.

If you have CD’s in your investment portfolio, you might find a better return from a different type of CD.

In this archived episode Tom explains what every estate plan must include.