Are you confused about trust funding? Episode 317 breaks it down for you! Join us as we simplify the complexities and guide you through the essentials. Don't miss out!

Are you prepared for the unexpected? 💰 In our latest episode, we dive into how much you should really have in your emergency fund! Tune in to Episode 315 and get the insights you need to secure your financial future! #EmergencyFund #FinancialPlanning

Did you know that the political and economic uncertainty you are all feeling puts you at greater risk of death or incapacity? In today's episode Tom explains that increased risk, and why now is the time to get your estate plan in order.

In today’s program, Tom explains how deeding your home to your children during your lifetime can end up costing your children a 20% Capital Gains tax when your home is sold.