Tuesday with Tom

In this clip from an archived episode, Tom discusses 3 important issues that every senior should consider before getting remarried.

Not sure if you need a Trust or a Will? Here are six reasons for choosing the Trust

Since you can't take them with you, when will your spouse or children have to pay your debts after you die?

You and your Agent in your Power of Attorney need to know when their authority begins and ends.

Do you have a business that you want to transfer at the time death without having to open a probate estate? Tom discusses how you might be able to use a TOD designation to transfer that business, and why that might be better than transferring it now.

Are you thinking about including grandchildren in your estate plan? In this archived episode, Tom discuses options to consider.

It has been 8 years since we buried my Mom, and 1 year since we buried my Dad. In this archived episode I talk about ways to say goodbye to a loved one who is dying; and writing a goodbye letter that will be given to loved ones after your death.

Enjoy this archived episode discussing how to access a safe deposit box after the renter’s death.

Enjoy this archived episode where I discuss the 12 types of CD's to consider as part of your investment portfolio

As a new parent, you naturally want to ensure the success of your child's future in every way. Making a will might be the last thing on your mind, but could be essential to ensuring your child's future. Here are five key points every new parent should know about Wills.

When you get the spring cleaning bug, listen to this archived episode. I explain why spring cleaning should include your Estate Plan.

To celebrate the 5th anniversary of our first podcast on February 23, 2016, here is the first episode answering the question - What is an Estate Plan? Tom discusses what an Estate Plan is, and is not, and the various decisions needed to develop an effective estate plan.

Learn how to reject an inheritance by using a Disclaimer…what they are…how they work…what they are used for

Did you know that you might be better off rejecting an inheritance? Tom discusses 6 times when it can make sense to say "No" to an inheritance.

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. And, he explains the difference between appointing them as joint-trustees or co-trustees.

In today’s episode, Tom discusses why and when spouses might decide to have separate trusts, rather than one joint trust.

Tom explains what a Michigan lady bird deed is, and when they are used.

The new Biden administration will likely pursue 2 significant changes to Federal Estate Taxes that might affect most estates

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

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

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

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

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

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

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