In today's episode Tom discusses some the reasons that you might consider using a professional trustee.

Discover what a Trusteed IRA is, and why it may be the better choice for you!

If you are considering a reverse mortgage, don't be fooled by these 6 reverse mortgage myths.

If you are considering naming minor children as primary or contingent beneficiaries on your IRA or 401(k), be sure you understand what will happen upon your death.

Enjoy our 8th anniversary podcast in which Tom plays the very 1st podcast from February 23, 2016 "What Is An Estate Plan".

Have you moved since you estate plan was prepared? Finld out if you need to update your documents to reflect your new address.

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 and stock certificates. Celebrate National Unclaimed Proprty Day by finding out...

Check out this new Tuesday with Tom episode where he discusses whether you should name your children as 'joint' or 'co' successor trustees. It's an informative conversation about estate planning in Michigan!

Did you know that in 2026 most American’s will see their taxes increase due to the expiration of Trump’s tax cuts? Tom discusses the pending changes that might increase you taxes, and what you might be able to do now …

To begin the new year, Tom reviews many of the 2024 changes relevant to estate planning and settlement, including Estate and Gift Taxes, Retirement contribution amounts, 529 Plans and Michigan Durable Powers of Attorney.

If you have been appointed as financial and/or medical power of attorney, be sure you understand the limits on your authority.

A witness can serve an important function in the execution of your Durable Power of Attorney. Be sure you understand the execution and witnessing requirement for your Durable Power of Attorney.

If you are going to have a trust as part of your estate plan, be sure that you understand important differences between a Testamentary Trust and a Living Trust.

Sometimes, questions that have to be asked to prepare your estate plan are uncomfortable. They are not being asked by the attorney simply to be nosy, but are being asked to make sure that an appropriate estate plan is being …

A witness serves an important function in the execution of your Power of Attoney for Health Care. Be sure you understand who cannot be a witness to your Will Power of Attoney for Health Care.

A witness serves an important function in the execution of your final Will. Be sure you understand who can and cannot be a witness to your Will

Be sure you understand how your heirs might be affected by new IRS rules changing how step-up in basis applies to certain assets.

You are sending your student away to college, but does she have theses 2 documents that every college student should have?

Not sure if you need a Trust or a Will? Here are six reasons for choosing the Trust

In today’s archived episode Tom discusses a case in which a woman 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.

Are you interested in protecting farmland from being developed? In today's podcast Kara O'Connor, from American Farmland Trust, explains what agricultural conservation easements are and how they are used to protect farmland from development.

Tom discusses several ways that SECURE 2.0 Act, signed into law in late December 2022, might affect your retirement planning.

Tenants in Common ... Joint Tenants ... Joint Tenants with Rights of Survivorship ... Tenants by the Entireties. Be sure you understand how you own your Michigan real estate.

As a follow-up to last Week's episode about how to reject an inheritance, Tom discusses 6 times when it can make sense to say No to an inheritance.