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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 of attorney....

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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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Jan. 5, 2021

What Happens If You Don’t Get a Deed When You Pay Off Your Land Con…

Failing to get a deed from the seller when you pay off your land contract results in headaches and possible legal expenses

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Dec. 15, 2020

Should I make a gift to my church’s endowment fund? (Episode #213)

Questions to ask if you are considering making a contribution to an endowment fund for your church or children's school.

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Dec. 8, 2020

What Your Estate Plan Must Include (Episode #212)

In this archived episode, Tom, calling upon his 40 years of experience in working with clients, explains what every estate plan must include

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Dec. 1, 2020

Do You Have to Avoid Probate? (Episode #211)

In today's episode, Tom answers this eternal question.....

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Nov. 24, 2020

3 Reasons to Never Make Accounts Jointly Owned with a Child (Episode …

Why making a child a joint owner on your bank account can be a bad idea

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Nov. 17, 2020

Can the State of Michigan Take Your Home If You Receive Medicaid? Ep…

Learn how to stop the State of Michigan from taking your home after your death if you have received Medicaid

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Nov. 10, 2020

How April 2003, October 2012 & January 2019 Might Affect Your Estate …

Learn why if any of your Estate Plan documents were prepared before these dates, you need them updated.

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Oct. 27, 2020

Estate Planning From Home (Episode #207)

Through our unique Estate Planning From Home service, you do not have to risk exposing yourself to COVID-19 in order to have your estate plan prepared and/or updated by a Michigan attorney.

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Oct. 20, 2020

Ways to Help Your Spouse After Your Death (Episode #206)

In this archived episode, Tom discusses 7 things that you can do to help your Spouse after your death

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Oct. 13, 2020

Is Your Certificate of Trust Still Valid? (Episode #205)

Due to changes in Michigan Law, you might find that your bank, credit union or financial services company will no longer accept the Certificate of Trust that was prepared as part of your estate plan. In today’s archived episode, Tom discusses what...

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Sept. 15, 2020

Don’t Send Your Child Off to College Without Two Essential Documents …

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...

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Sept. 1, 2020

Find Out If Michigan Is Holding Unclaimed Property That Belongs To Y…

The Michigan Department of Treasury has millions of dollars in lost or forgotten assets from dormant bank accounts, uncashed checks, valuables left in safe deposit boxes, stock certificates etc. Listen to today's archived episodes to find out if any...

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Aug. 11, 2020

Is Your Box Empty? (Episode #202)

Did you know that creating a Living Trust does not avoid probate? Learn why, and how to fund your Trust to avoid probate.

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July 28, 2020

Why You Need A Health Care Power Of Attorney (Episode #201)

Learn what a Health Care Power of Attorney is…..why you need one…..and what can happen if you do not have one.

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July 21, 2020

Did You Know There are 12 Types of CDs? (Episode # 200)

If you have CD’s in your investment portfolio, you might find a better return from a different type of CD.

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July 14, 2020

Is Your Estate Plan Missing Something? (Archived Episode # 150)

In this archived episode Tom explains what every estate plan must include.

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July 7, 2020

Do You Know What’s In Your Estate Plan Binder? (Episode #199)

Be sure you know what is in that 3 ring binder that contains your estate plan documents, and it is up to date.

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June 30, 2020

When Do I Need a Living Trust? (Episode #198)

Contrary to what you might hear at a free, no obligation dinner discussing investments, not everyone needs a Living Trust. Listen while Tom discusses when you should consider a Living Trust as part of your estate plan.

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June 16, 2020

It’s A Bad Idea To Add Minor Children, Or Any Children, To The Title …

If you are thinking about adding a child to the title of your home, listen to this archived episode first.

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June 9, 2020

Questions to Ask Yourself Before Investing in Anything (Episode #196)

Are you considering making a new investment? Before you do, ask yourself these questions to help you determine if the investment is right for you.

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