If you are thinking about having a Will prepared for you, be sure you understand what a Will does not do.
While I am in Saginaw for my Dad's funeral, I decided to replay this archived episode where I talk about ways to say goodbye to a loved one who is dying; and writing a goodbye letter that will be given …
In today’s episode Tom discusses how to access a safe-deposit box after the renter’s death.
Are you thinking about selling your life insurance policy? Tom reviews important things to consider before selling the policy, including other possible options.
Learn 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.
Are you unable to leave your home during the Coronavirus (COVID 19) pandemic, but know you should get your estate plan in place or updated…just in case? Tom introduces you to Doyle Law PC's Planning from Home service where you …
Tom discusses his Irish family heritage, and some things that you might not have known about Ireland
Spring is approaching, and while I am flying back to Michigan today, I thought you would enjoy listening to this archived episode in which I discuss why you should make reviewing and updating your Estate Plan part of your annual …
It is not time to panic, but it is time to be prepared, and Tom suggests some things to consider as part of your preparation.
n today’s episode, Tom answer a question that many clients ask when they have a home or other land for sale, and they are working on funding their Living Trust.
How someone can steal the title to your home, or equity in your home, and how you can protect yourself.
In today’s episode Tom discusses a recent case in which a woman who was in a long-term care facility died because there was confusion about her end-of-life wishes as documented in her chart and her Living Will.
In this archived episode, Tom explains how a transfer of assets under Michigan's Uniform Transfer To Minor's Act (UTMA) can be used to provide trust like benefits for a minor until age 21
Be sure you understand how the SECURE Act, effective January 1, 2020, the most significant retirement planning legislation in decades, affects your Retirement and Estate Planning.
Tom reviews the various limitations that apply to financial and/or medical powers of attorney
A 529 Plan can be a great way to pay for the costs of college, or K-12 private school tuition, for children or grandchildren.
Tom explains why your estate plan is not complete until you have appointed a Funeral Representative….even if you have pre-planned your funeral.
In this archived episode, Tom talks about Certificate of Deposit as investments, and how to make your CD yields higher with a CD ladder.
Know the difference between an inheritance tax and an estate tax…will you owe either one?
In this archived episode, Tom discusses the six most common mistakes that people make when a settling an estate, and provides tips on how to avoid them.
In today's episode, Tom describes when your Power of Attorney for Finances and your Power of Attorney For Health Care end, and your named Agent no longer has authority to act on your behalf.
My law school professor suggested that every husband should prepare his wife to be a widow…..same holds true today for a wife preparing her husband to be a widower. #Michigan #Spouse #Widow #Widower #Finances #funeralplanning #EstatePlanning
Tom answers this most frequently asked question...