Tom discusses how to reject an inheritance by using Disclaimers…What they are…how they work…what they are used for. (Episode #168)

Tom discusses a client's recent experience with the cemetery where her spouse was going to be buried, showing why it can be important to regularly visit the cemetery before you or your loved one dies

Tom discusses the use of beneficiary designations to avoid probate, and what happens if your named beneficiary dies before you.

More options, including natural burial, green cremation, and even composting, are becoming available for people who are looking for alternatives to traditional casket burial or cremation. In this archived episode Tom explains what these alternatives...

Listen to today’s episode to find out if you will need new estate planning documents when you move to another State, or if you plan to spend your winters in another state.

Did you know that if that child that you sent away to college is in a serious accident, you do not have any legal authority to know about, or make decisions about, their medical care just because you are their …

In this archived episode, Tom discusses the 5 most common lies people tell themselves to avoid estate planning...are you guilty?

In today's archived episode, Tom discusses several reasons why it might be better to leave your assets in your trust for your adult children, instead of having them inherit the property outright.

More options, including natural burial, green cremation, and even composting, are becoming available for people who are looking for alternatives to traditional casket burial or cremation. Tom explains what these alternatives are, and which are...

Not sure if you should have a Will or a Trust? Tom discusses six reasons for choosing a Trust over a Will.

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

Have you fully considered what can happen if you make a child a joint owner on your account? Whether it is to avoid probate or help you pay your bills, Tom explains 3 reasons why you should not make that …

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. Does any of it belong to you? Tom tells you how …

Volunteering during retirement … you have a lifetime of living to share…and it just might prolong a better life

Summer is here...but is your Estate plan ready for your summer vacation?

Are you thinking about giving away your assets in order to qualify for Medicaid? Be sure that you understand what the 5 year Medicaid look back period is, and how it might affect your planning.

Tom discusses the 5 most common lies people tell themselves to avoid estate planning...are you guilty?

They do not go well together like peanut butter and jelly. Listen to today’s episode if you are concerned about protecting your loved one’s privacy when you die.

Based upon his 40 years of experience in working with clients, Tom explains what every estate plan must include.

You are wrong to think that you don’t need a Will just because you have a Living Trust…find out why before it is too late…

In today’s episode, Tom discusses options that you have to protect the inheritance that your child receives from you from going to their spouse in the event of a divorce.

In today's episode, 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. And, in recognition of National Healthcare Decisions Day, learn about the special savings …

Be sure to listen to today’s program to find out if your debts will have to be paid after you die and, if so, will your Spouse or children have to pay them.

In today’s episode, Tom discusses the options that are available when settling an estate where the balance on the mortgage exceeds the value of the home.