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Saying Goodbye to Your Love Ones (Episode 190)
April 21, 2020

Saying Goodbye to Your Love Ones (Episode 190)

While I am in Saginaw for my Dad's funeral, I decided to replay this archived episode where 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

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How To Access A Safe-Deposit Box After The Renter’s Death (Episode # 189)
April 14, 2020

How To Access A Safe-Deposit Box After The Renter’s Death (Episode # …

In today’s episode Tom discusses how to access a safe-deposit box after the renter’s death.

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Should You Sell Your Life Insurance Policy? (Episode #188)
April 7, 2020

Should You Sell Your Life Insurance Policy? (Episode #188)

Are you thinking about selling your life insurance policy? Tom reviews important things to consider before selling the policy, including other possible options.

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Why You Need An Advanced Directive (Episode #187)
March 31, 2020

Why You Need An Advanced Directive (Episode #187)

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

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Estate Planning From Home (Episode # 186)
March 24, 2020

Estate Planning From Home (Episode # 186)

Are you unable to leave your home during the Coronavirus (COVID 19) pandemic, but know you should get your estate plan in place or updated…just in case? Tom introduces you to Doyle Law PC's Planning from Home service where you can have your estate...

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St Patrick’s Day and Irish Heritage (Episode (185)
March 17, 2020

St Patrick’s Day and Irish Heritage (Episode (185)

Tom discusses his Irish family heritage, and some things that you might not have known about Ireland

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Spring Cleaning Your Estate Plan (Episode #184)
March 10, 2020

Spring Cleaning Your Estate Plan (Episode #184)

Spring is approaching, and while I am flying back to Michigan today, I thought you would enjoy listening to this archived episode in which I discuss why you should make reviewing and updating your Estate Plan part of your annual Spring Cleaning.

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Are You Ready for Coronavirus Disease 2019? (Episode #183)
March 3, 2020

Are You Ready for Coronavirus Disease 2019? (Episode #183)

It is not time to panic, but it is time to be prepared, and Tom suggests some things to consider as part of your preparation.

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Since My Home is For Sale, Do I Have to Put It In My Trust?
Feb. 25, 2020

Since My Home is For Sale, Do I Have to Put It In My Trust?

n today’s episode, Tom answer a question that many clients ask when they have a home or other land for sale, and they are working on funding their Living Trust.

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Do You Need a Real Estate Title Fraud Prevention Service? (Episode # 181)
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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Don’t Die Because of Confusion About Your End-Of-Life Wishes (Episode #180)
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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UTMA…a Trust Alternative for Minors (Episode #179)
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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2020 Retirement Law Changes That Can Impact Your Estate and Retirement Planning
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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Your Power Of Attorney is Not Unlimited (Episode #177)
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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The Perfect Christmas Gift for Children or Grandchildren - A 529 College Education Plan (Episode #176)
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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Without  a Funeral Representative Your Estate Plan is Incomplete (Episode #175)
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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Certificates of Deposit as Investments, and What is a CD Ladder?
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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What Is An Inheritance Tax? (Episode #173)
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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Six Mistakes To Avoid When You Settle An Estate (Episode # 172)
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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When Does My Power Of Attorney End? (Episode #171)
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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7 Ways To Help Your Spouse After Your Death (Episode #170)
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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Does a Will Avoid Probate? (Episode #169)
Sept. 17, 2019

Does a Will Avoid Probate? (Episode #169)

Tom answers this most frequently asked question...

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