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Feb. 18, 2020

Do You Need a Real Estate Title Fraud Prevention Service? (Episode # …

How someone can steal the title to your home, or equity in your home, and how you can protect yourself.

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Feb. 11, 2020

Don’t Die Because of Confusion About Your End-Of-Life Wishes (Episode…

In today’s episode Tom discusses a recent case in which a woman who was 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.

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Feb. 4, 2020

UTMA…a Trust Alternative for Minors (Episode #179)

In this archived episode, Tom explains how a transfer of assets under Michigan's Uniform Transfer To Minor's Act (UTMA) can be used to provide trust like benefits for a minor until age 21

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Jan. 28, 2020

2020 Retirement Law Changes That Can Impact Your Estate and Retiremen…

Be sure you understand how the SECURE Act, effective January 1, 2020, the most significant retirement planning legislation in decades, affects your Retirement and Estate Planning.

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Dec. 10, 2019

Your Power Of Attorney is Not Unlimited (Episode #177)

Tom reviews the various limitations that apply to financial and/or medical powers of attorney

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Dec. 3, 2019

The Perfect Christmas Gift for Children or Grandchildren - A 529 Coll…

A 529 Plan can be a great way to pay for the costs of college, or K-12 private school tuition, for children or grandchildren.

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Nov. 5, 2019

Without a Funeral Representative Your Estate Plan is Incomplete (Epi…

Tom explains why your estate plan is not complete until you have appointed a Funeral Representative….even if you have pre-planned your funeral.

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Oct. 29, 2019

Certificates of Deposit as Investments, and What is a CD Ladder?

In this archived episode, Tom talks about Certificate of Deposit as investments, and how to make your CD yields higher with a CD ladder.

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Oct. 15, 2019

What Is An Inheritance Tax? (Episode #173)

Know the difference between an inheritance tax and an estate tax…will you owe either one?

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Oct. 8, 2019

Six Mistakes To Avoid When You Settle An Estate (Episode # 172)

In this archived episode, Tom discusses the six most common mistakes that people make when a settling an estate, and provides tips on how to avoid them.

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Oct. 1, 2019

When Does My Power Of Attorney End? (Episode #171)

In today's episode, Tom describes when your Power of Attorney for Finances and your Power of Attorney For Health Care end, and your named Agent no longer has authority to act on your behalf.

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Sept. 24, 2019

7 Ways To Help Your Spouse After Your Death (Episode #170)

My law school professor suggested that every husband should prepare his wife to be a widow…..same holds true today for a wife preparing her husband to be a widower. #Michigan #Spouse #Widow #Widower #Finances #funeralplanning #EstatePlanning

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Sept. 17, 2019

Does a Will Avoid Probate? (Episode #169)

Tom answers this most frequently asked question...

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Sept. 10, 2019

Just Say No - How to reject an inheritance (Episode #168)

Tom discusses how to reject an inheritance by using Disclaimers…What they are…how they work…what they are used for. (Episode #168)

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Sept. 3, 2019

Why you should regularly visit the cemetery before you die (Episode #…

Tom discusses a client's recent experience with the cemetery where her spouse was going to be buried, showing why it can be important to regularly visit the cemetery before you or your loved one dies

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Aug. 27, 2019

What Happens When The Beneficiary On An Account Dies Before You? (Epi…

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

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Aug. 20, 2019

Casket burial and cremation … not your only options (Episode #165)

More options, including natural burial, green cremation, and even composting, are becoming available for people who are looking for alternatives to traditional casket burial or cremation. In this archived episode Tom explains what these alternatives...

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Aug. 13, 2019

What happens to my Michigan estate plan if I move? (Episode #164)

Listen to today’s episode to find out if you will need new estate planning documents when you move to another State, or if you plan to spend your winters in another state.

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Aug. 6, 2019

Don’t Send Your Child Off to College Without Two Essential Documents …

Did you know that if that child that you sent away to college is in a serious accident, 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...

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July 30, 2019

Lies People Tell Themselves To Avoid Estate Planning (Episode #152)

In this archived episode, Tom discusses the 5 most common lies people tell themselves to avoid estate planning...are you guilty?

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July 16, 2019

When to Keep Your Adult Children’s’ Inheritance in Your Trust (Archiv…

In today's archived episode, Tom discusses several reasons why it might be better to leave your assets in your trust for your adult children, instead of having them inherit the property outright.

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July 9, 2019

Casket burial and cremation … not your only options (Episode #160)

More options, including natural burial, green cremation, and even composting, are becoming available for people who are looking for alternatives to traditional casket burial or cremation. Tom explains what these alternatives are, and which are...

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July 2, 2019

Six Reasons to choose a Trust over a Will (Episode #159)

Not sure if you should have a Will or a Trust? Tom discusses six reasons for choosing a Trust over a Will.

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