Tuesday with Tom
Estate Planning Attorney, and life-long Michigander, Tom Doyle, discusses all things related to Estate Planning & Settlement in Michigan, talks about Michigan events, answers your estate planning and settlement questions, and hosts guest speakers.
Recent Episodes
Dec. 17, 2024
Does Santa Have to Pay Gift Taxes? (Episode 311)
Ever wondered if Santa's sleigh full of gifts comes with a side of IRS paperwork? In this festive and thought-provoking episode, we explore whether the jolly old elf is subject to gift taxes.
Dec. 10, 2024
Have You Sent Your Crummey Letters? (Episode 310)
When managing an Irrevocable Life Insurance Trust (ILIT), one critical yet often overlooked step is sending Crummey letters to the beneficiaries. Have you sent yours?
Dec. 3, 2024
Does Your Homeowner’s Insurer Know Your Home Is In Your Trust (Episode 309)
Did you know that putting your home in a trust can impact your homeowner's insurance? In our latest episode, we dive into the crucial question: Does your insurer know your home is in your trust? Tune in to Episode 309 for in…
Nov. 5, 2024
Understanding Digital Asset Reporting Requirements (Episode # 308)
In today's fast-evolving financial landscape, understanding tax reporting for digital assets is crucial. Tune into our latest podcast episode for information on your tax reporting obligations. #DigitalAssets #Finance #Podca…
Oct. 29, 2024
2025 Increase in Federal Estate Tax and Gift Exemptions (Episode # 307)
Understanding the implications of the increased federal estate tax and gift exemptions is crucial for effective estate planning. Join the conversation on how these changes can affect your financial future.
Oct. 15, 2024
Medicaid in Michigan: Why You Should Remove Your Home from Your Trust (Episode # 306)
Did you know? Removing your home from your trust might be necessary for Medicaid eligibility in Michigan. Listen to our latest episode for essential tips! #Medicaid #Michigan
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Recent Blog Posts
Understanding MiABLE: Michigan's Program for Individuals with Disabilities
In a world striving for inclusivity and equal opportunity, Michigan has introduced MiABLE—a program designed to support individuals with disabilities in achieving financial security and independence.
What is MiABLE?
MiABLE stands for the Mic…
Tom's List of Trusteed IRA Providers
The following is a list of Trusted IRA Providers that I have located through my research.
The Private Trust Company
Members Trust Company
Charles Schwab Trust Company
Fidelity Investments
TD Ameritrade Trust Company
Vanguard Trust Comp…
Understanding the Ins and Outs of Reverse Mortgages: A Comprehensive Guide
Introduction:
In the world of financial planning, retirement often looms as a significant concern. For many seniors, the question of how to access the equity in their homes while still living comfortably is a critical one. Enter reverse mortgages &…