Welcome to our updated website!
Should I make a gift to my church’s endowment fund? (Episode #213)
Dec. 15, 2020

Should I make a gift to my church’s endowment fund? (Episode #213)

Questions to ask if you are considering making a contribution to an endowment fund for your church or children's school.
What Your Estate Plan Must Include (Episode #212)
Dec. 8, 2020

What Your Estate Plan Must Include (Episode #212)

In this archived episode, Tom, calling upon his 40 years of experience in working with clients, explains what every estate plan must include
Do You Have to Avoid Probate? (Episode #211)
Dec. 1, 2020

Do You Have to Avoid Probate? (Episode #211)

In today's episode, Tom answers this eternal question.....
3 Reasons to Never Make Accounts Jointly Owned with a Child (Episode #210)
Nov. 24, 2020

3 Reasons to Never Make Accounts Jointly Owned with a Child (Episode #210)

Why making a child a joint owner on your bank account can be a bad idea
Can the State of Michigan Take Your Home If  You Receive Medicaid? Episode #209)
Nov. 17, 2020

Can the State of Michigan Take Your Home If You Receive Medicaid? Episode #209)

Learn how to stop the State of Michigan from taking your home after your death if you have received Medicaid
How April 2003, October 2012 & January 2019 Might Affect Your Estate Plan (Episode #208)
Nov. 10, 2020

How April 2003, October 2012 & January 2019 Might Affect Your Estate Plan (Episode #208)

Learn why if any of your Estate Plan documents were prepared before these dates, you need them updated.
Estate Planning From Home (Episode #207)
Oct. 27, 2020

Estate Planning From Home (Episode #207)

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.
Ways to Help Your Spouse After Your Death (Episode #206)
Oct. 20, 2020

Ways to Help Your Spouse After Your Death (Episode #206)

In this archived episode, Tom discusses 7 things that you can do to help your Spouse after your death
Is Your Certificate of Trust Still Valid? (Episode #205)
Oct. 13, 2020

Is Your Certificate of Trust Still Valid? (Episode #205)

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...
Don’t Send Your Child Off to College Without Two Essential Documents (Episode #204)
Sept. 15, 2020

Don’t Send Your Child Off to College Without Two Essential Documents (Episode #204)

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...
Find Out If Michigan Is Holding Unclaimed Property  That Belongs To You (Episode #202)
Sept. 1, 2020

Find Out If Michigan Is Holding Unclaimed Property That Belongs To You (Episode #202)

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...
Is Your Box Empty? (Episode #202)
Aug. 11, 2020

Is Your Box Empty? (Episode #202)

Did you know that creating a Living Trust does not avoid probate? Learn why, and how to fund your Trust to avoid probate.
Why You Need A Health Care Power Of Attorney (Episode #201)
July 28, 2020

Why You Need A Health Care Power Of Attorney (Episode #201)

Learn what a Health Care Power of Attorney is…..why you need one…..and what can happen if you do not have one.
Did You Know There are 12 Types of CDs? (Episode # 200)
July 21, 2020

Did You Know There are 12 Types of CDs? (Episode # 200)

If you have CD’s in your investment portfolio, you might find a better return from a different type of CD.
Is Your Estate Plan Missing Something? (Archived Episode # 150)
July 14, 2020

Is Your Estate Plan Missing Something? (Archived Episode # 150)

In this archived episode Tom explains what every estate plan must include.
Do You Know What’s In Your Estate Plan Binder? (Episode #199)
July 7, 2020

Do You Know What’s In Your Estate Plan Binder? (Episode #199)

Be sure you know what is in that 3 ring binder that contains your estate plan documents, and it is up to date.
When Do I Need a Living Trust? (Episode #198)
June 30, 2020

When Do I Need a Living Trust? (Episode #198)

Contrary to what you might hear at a free, no obligation dinner discussing investments, not everyone needs a Living Trust. Listen while Tom discusses when you should consider a Living Trust as part of your estate plan.
It’s A Bad Idea To Add Minor Children, Or Any Children, To The Title Of Your Home (Episode #197)
June 16, 2020

It’s A Bad Idea To Add Minor Children, Or Any Children, To The Title Of Your Home (Episode #197)

If you are thinking about adding a child to the title of your home, listen to this archived episode first.
Questions to Ask Yourself Before Investing in Anything (Episode #196)
June 9, 2020

Questions to Ask Yourself Before Investing in Anything (Episode #196)

Are you considering making a new investment? Before you do, ask yourself these questions to help you determine if the investment is right for you.
Can I Have a TOD on My Michigan Business? (Episode #195)
May 26, 2020

Can I Have a TOD on My Michigan Business? (Episode #195)

Do you have a business that you want to transfer at the time of your death without having to open a probate estate? In today’s episode Tom discusses how you might be able to use a TOD designation to transfer that business, and why that might be better...
Modern Estate Planning Theory (Episode #194)
May 19, 2020

Modern Estate Planning Theory (Episode #194)

When Tom began practicing law 40 years ago, estate planning was simply having a Will that said where what you owned was to go at the time of your death. Today, there are far more options available that might better fit your estate planning goals,...
The Danger of Preparing Estate Planning Documents For Your Parents (Episode #193)
May 12, 2020

The Danger of Preparing Estate Planning Documents For Your Parents (Episode #193)

You are likely committing a crime in Michigan in preparing estate planning documents for your parents
Should You Prepare Your Own Estate Planning Documents? (Episode # 192)
May 5, 2020

Should You Prepare Your Own Estate Planning Documents? (Episode # 192)

Before preparing your own estate planning documents online, consider the legal issues that can arise after your death by improperly drafted documents.
4 Common Myths About Having a Will (Episode #191)
April 28, 2020

4 Common Myths About Having a Will (Episode #191)

If you are thinking about having a Will prepared for you, be sure you understand what a Will does not do.