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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 a live radio...

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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 you loved...

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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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