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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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May 4, 2021

Avoiding Probate by Using a TOD to Transfer Your Michigan Business (…

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 …

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April 27, 2021

Suggestions for How to Include Grandchildren in Your Estate Plan (Epi…

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

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April 20, 2021

Saying Goodbye to Your Love Ones (Episode #226)

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 …

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April 6, 2021

How To Access A Safe Deposit Box After Death (Episode #225)

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

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March 30, 2021

The 12 Types of CDs (Episode #224)

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

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March 9, 2021

Five Things Every New Parent Needs To Know About Wills (Episode 223)

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 …

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March 2, 2021

Why Spring Cleaning Should Include Your Estate Plan (Episode #222)

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

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Feb. 23, 2021

5th Anniversary Podcast - What is an Estate Plan? (Episode #221)

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 …

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Feb. 16, 2021

How to Reject an Inheritance (Episode #220)

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

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Feb. 9, 2021

6 Reasons to Reject an Inheritance (Episode #219)

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.

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Feb. 2, 2021

Should You Have Joint Trustees? (Episode #218)

Are you considering appointing multiple children to be in charge of settling your estate? If so, then today’s episode is for you. Tom discusses the pros and cons of having multiple children serve as your trustees or agents under powers …

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Jan. 26, 2021

Should a Married Couple Have One Trust or Two? (Episode #217)

In today’s episode, Tom discusses why and when spouses might decide to have separate trusts, rather than one joint trust.

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Jan. 19, 2021

What is a Michigan Lady Bird Deed? (Episode #216)

Tom explains what a Michigan lady bird deed is, and when they are used.

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Jan. 12, 2021

Watch for These Two Potential Estate Tax Changes Under The New Admini…

The new Biden administration will likely pursue 2 significant changes to Federal Estate Taxes that might affect most estates

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