Welcome to our updated website!
Feb. 8, 2022

Doesn’t My Will or Trust Override a Beneficiary Designation? (Episode…

If there is a conflict between your Will or Trust, and a beneficiary designation, you need to understand which will control.

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Feb. 1, 2022

What You Should Know About Pre-Hospice Care (Episode 251)

Unlike hospice care, patients in an at-home palliative care program don't need to have a prognosis of six months or less to live, and they can continue getting treatment that is aimed at curing their illnesses, not just treating symptoms.

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Jan. 25, 2022

What The Heck Is An UTMA, And Should You Use One As Part Of Your Esta…

If you are going to leave an inheritance to a minor, then you should consider whether an UTMA is the estate planning tool for you.

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Jan. 18, 2022

12 Estate Planning Questions That Might Make You Squirm (Episode 249)

Sometimes, questions that have to be asked, and need to be answered, to prepare your estate plan are uncomfortable. Know, however, that they are not being asked by the attorney simply to be nosy, but are being asked to make …

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Jan. 11, 2022

2022 Tax Review (Episode 248)

Do you know what changes there have been to taxes in 2022 and how they can impact your estate plan?

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Jan. 4, 2022

Is Your Modular or Manufactured Home Affixed to Your Land? (Episode 2…

Since a modular or manufactured home in Michigan has a separate title, it might not automatically transfer when the land is transferred by deed

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Dec. 7, 2021

Planning to Receive an Inheritance (Episode 246)

Planning for receiving an inheritance can be an important part of your estate plan

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Nov. 16, 2021

Say “Merry Christmas” to your Children or Grandchildren with a 529 Co…

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

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Nov. 2, 2021

Your Estate Plan is Incomplete Without A Funeral Representative (Epis…

Find out 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. 5, 2021

Do You Know The Limits On Your Power Of Attorney? (Episode #243)

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

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Sept. 21, 2021

Is My Michigan Estate Plan Still Good If I Move? (Episode #241)

Find out if you will need new estate planning documents when moving to another State, or vacationing in another state.

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Sept. 14, 2021

An Assisted Living Home You Will Want to Live In (Episode #241)

Are you or a loved one moving to an assisted living facility? Explore the options available where the focus is on you and your quality of life.

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Sept. 7, 2021

When You Should Consider An ILIT As Part Of Your Estate Plan (Episode…

With the Federal Estate Tax Exemption scheduled to drop in 2026, an Irrevocable Life Insurance Trust might be part of your estate plan.

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Aug. 31, 2021

Your Privacy and Probate (Episode #239)

Unlike peanut butter and jelly, your privacy and probate do not go well together.

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Aug. 24, 2021

Does Your Will Avoid Probate? (Episode #238)

If you had a Will prepared for you to avoid probate, this podcast is for you.

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Aug. 17, 2021

Protect Your Child’s Inheritance From Their Divorce (Episode #237)

How to protect your child's inheritance from going to their spouse in the event of a divorce.

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Aug. 10, 2021

Two Essential Documents That Your College Student Should Have (Episod…

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? …

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July 13, 2021

Be Sure to Get It In Writing….(Episode #235)

In this archived episode Tom explains why you need confirmation of your beneficiary designations.

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July 6, 2021

Did you know that casket burial and cremation are not your only optio…

If you are looking for an alternative to traditional casket burial or cremation, consider natural burial, green cremation or composting burial.

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June 22, 2021

Can My Financial Advisor Help Me Prepare My Estate Plan? (Episode #23…

Your financial advisor is an important member of your estate planning team. There are, however, limitations that a financial advisor might have in helping you.

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June 8, 2021

What Seniors Should Know Before Getting Remarried (Episode #232)

In this clip from an archived episode, Tom discusses 3 important issues that every senior should consider before getting remarried.

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May 25, 2021

Six Reasons to have a Trust and not a Will (Episode #231)

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

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May 18, 2021

Do Your Spouse Or Children Have To Pay Your Debts After You Die? (Epi…

Since you can't take them with you, when will your spouse or children have to pay your debts after you die?

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May 11, 2021

When Does Your Power Of Attorney Begin and End? (Episode #229)

You and your Agent in your Power of Attorney need to know when their authority begins and ends.

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