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

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.

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

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

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

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

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? Tom discusses the important legal...

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

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

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.

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

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

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

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

Do you have a business that you want to transfer at the time death without having to open a probate estate? Tom discusses how you might be able to use a TOD designation to transfer that business, and why that might be better than transferring it now.

Are you thinking about including grandchildren in your estate plan? In this archived episode, Tom discuses options to consider.

It has been 8 years since we buried my Mom, and 1 year since we buried my Dad. In this archived episode I talk about ways to say goodbye to a loved one who is dying; and writing a goodbye letter that will be given to loved ones after your death.

Enjoy this archived episode discussing how to access a safe deposit box after the renter’s death.

Enjoy this archived episode where I discuss the 12 types of CD's to consider as part of your investment portfolio

As a new parent, you naturally want to ensure the success of your child's future in every way. Making a will might be the last thing on your mind, but could be essential to ensuring your child's future. Here are five key points every new parent...

When you get the spring cleaning bug, listen to this archived episode. I explain why spring cleaning should include your Estate Plan.

To celebrate the 5th anniversary of our first podcast on February 23, 2016, here is the first episode answering the question - What is an Estate Plan? Tom discusses what an Estate Plan is, and is not, and the various decisions needed to develop an...

Learn how to reject an inheritance by using a Disclaimer…what they are…how they work…what they are used for

Did you know that you might be better off rejecting an inheritance? Tom discusses 6 times when it can make sense to say "No" to an inheritance.