Should You Use a Professional Trustee? (Episode # 301)
In today's episode Tom discusses some the reasons that you might consider using a professional trustee.
The Benefits Of A Trusteed IRA Over A Traditional IRA (Episode # 300)
Discover what a Trusteed IRA is, and why it may be the better choice for you!
6 Reverse Mortgage Myths (Episode # 299)
If you are considering a reverse mortgage, don't be fooled by these 6 reverse mortgage myths.
What Happens If My Minor Child Receives My IRA? (Episode # 298)
If you are considering naming minor children as primary or contingent beneficiaries on your IRA or 401(k), be sure you understand what will happen upon your death.
8th Anniversary Episode (Episode #277)
Enjoy our 8th anniversary podcast in which Tom plays the very 1st podcast from February 23, 2016 "What Is An Estate Plan".
My Address Has Changed…Do I Have To Change My Estate Plan Documents? …
Have you moved since you estate plan was prepared? Finld out if you need to update your documents to reflect your new address.
Celebrate National Unclaimed Property Day! (Episode 295)
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 and stock certificates. Celebrate National Unclaimed Proprty Day by finding out...
Should I name my children as “joint” or “co” successor trustees? (Epi…
Check out this new Tuesday with Tom episode where he discusses whether you should name your children as 'joint' or 'co' successor trustees. It's an informative conversation about estate planning in Michigan!
Be prepared for when Trump’s tax cuts expire next year, and taxes for…
Did you know that in 2026 most American’s will see their taxes increase due to the expiration of Trump’s tax cuts? Tom discusses the pending changes that might increase you taxes, and what you might be able to do now …