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June 21, 2016

The Anatomy of a Deed…What are the Different Kinds, and how do they w…

Tom discusses the differences between Warranty Deeds and Quit Claim Deeds, recording requirements in Michigan, different ways to own real estate, and Ladybird Deeds.

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June 14, 2016

Is a Reverse Mortgage Right For You?

Tom discusses what a reverse mortgage is, how it is different from a traditional mortgage, the types of reverse mortgages that might be available, and things to consider in determining if a reverse mortgage is right for you.

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June 7, 2016

Why a Durable Power of Attorney Should be Part of Your Estate Plan

Tom describes what a Durable Power of Attorney is, what it does, and why it should be part of everyone's estate plan.

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May 31, 2016

How to Keep Your Family Cottage in the Family

Tom discusses strategies that are used when parents want to keep the family cottage in the family, including joint ownership, Trusts and LLCs.

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May 24, 2016

Don't Be Like Prince ... and Die Without a Will or Estate Plan!

Tom explains what will happen to your estate in Michigan if you die without a Will or Estate Plan.

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May 17, 2016

Six Ways to Avoid Probate

Tom talks about a number of strategies that you can use to keep your estate from having to go through probate at the time of your death. He, also, introduces a number of great resources if you are interested in …

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May 10, 2016

Probating An Estate In Michigan

Tom welcomes to his program his associate Attorney, Amanda Bevel, who leads a discussion about what probate is, and is not.

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May 3, 2016

Things Change, And So Should Your Estate Plan

Tom talks about the number one mistake that people make after creating their estate plan... failing to update it to reflect changes that have occurred since it was created.

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April 26, 2016

Death and Taxes...Can They Be Avoided?

While no one has yet figured out how to avoid dying, Tom talks about taxes related to dying and how they might be avoided.

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April 19, 2016

Living Trusts Part 2 ...Funding Your Living Trust

Now that you know what a Living Trust is and how it might fit into your estate plan, Tom talks about the importance of funding your Trust

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April 12, 2016

Why You Need a Health Care Power of Attorney

Tom talks about 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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April 5, 2016

New Michigan legislation regarding funeral planning and providing acc…

Tom discusses 2 new pieces of legislation that were signed last last week by Gov. Snyder. One authorizes appointment of a “Funeral Representative” who can make your funeral arrangements. The other, the “Fiduciary Access to Digital Assets Act”, creates...

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March 29, 2016

What is a Living Trust?

First of a 2 part series on Living Trusts - what they are, how they work, when you might consider having one, and what it means to fund a trust. Tom, also, introduces our new weekly Michigan Trivia contest.

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March 22, 2016

Certificates of Deposit and What is a CD Ladder?

Tom talks about Certificates of Deposit as investments, and how to increase your CD yields by using a CD ladder.

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March 15, 2016

St Patrick's Day, Irish Heritage and Your Estate Plan

Tom talks about Irish heritage, green beer, corned beef and cabbage, Guiness, and what any of it has to do with your estate plan. Oops...Tom mistakenly states the wrong decade for the potato famine...it was 1854 to 1852...the danger of …

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March 8, 2016

Doesn't a Will Avoid Probate?

Tom discusses how a Will actually works, and why a Will is not a good way to avoid probate. Tom, also, introduces listeners to the Olivia Kay Foundation.

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March 1, 2016

Can You Prepare Your Own Estate Planning Documents?

Are you thinking about preparing your own estate planning documents to save money? Do you want to prepare documents for your parents? Before you do, listen to Tom as he discusses the potential legal problems (including criminal) that you or …

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Feb. 23, 2016

What is an "Estate Plan"?

In this episode Tom discusses what an Estate Plan is, and is not, and the various decisions that need to be made in order to develop an effective estate plan.

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