Episodes

  • Should You Use a Professional Trustee? (Episode # 301)

    Should You Use a Professional Trustee? (Episode # 301)
    Mar 19 2024
    In today's episode Tom discusses some the reasons that you might consider using a professional trustee.
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    16 mins
  • The Benefits Of A Trusteed IRA Over A Traditional IRA (Episode # 300)New Recording (draft)

    The Benefits Of A Trusteed IRA Over A Traditional IRA (Episode # 300)New Recording (draft)
    Mar 12 2024
    Discover what a Trusteed IRA is, and why it may be the better choice for you!
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    29 mins
  • 6 Reverse Mortgage Myths (Episode # 299)

    6 Reverse Mortgage Myths (Episode # 299)
    Mar 5 2024
    If you are considering a reverse mortgage, don't be fooled by these 6 reverse mortgage myths.
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    18 mins
  • What Happens If My Minor Child Receives My IRA? (Episode # 298)

    What Happens If My Minor Child Receives My IRA? (Episode # 298)
    Feb 27 2024
    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.
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    17 mins
  • 8th Anniversary Episode (Episode #277)

    8th Anniversary Episode (Episode #277)
    Feb 20 2024
    Enjoy our 8th anniversary podcast in which Tom plays the very 1st podcast from February 23, 2016 "What Is An Estate Plan".
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    32 mins
  • My Address Has Changed…Do I Have To Change My Estate Plan Documents? (Episode #296)

    My Address Has Changed…Do I Have To Change My Estate Plan Documents? (Episode #296)
    Feb 13 2024
    Have you moved since your estate plan was prepared? Finld out if you need to update your documents to reflect your new address.
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    13 mins
  • Celebrate National Unclaimed Property Day! (Episode 295)

    Celebrate National Unclaimed Property Day! (Episode 295)
    Jan 30 2024
    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 if any of it is yours.
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    17 mins
  • Should I name my children as “joint” or “co” successor trustees? (Episode #294)

    Should I name my children as “joint” or “co” successor trustees? (Episode #294)
    Jan 23 2024
    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!
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    18 mins