Episode Video
Episode Podcast
Over the 6 episodes beginning January 23 Tom discusses how to avoid the six most common estate planning mistakes. In this episode Tom discusses why a Will does not avoid probate.
Episode Video
Episode Podcast
Over the 6 episodes beginning January 23 Tom discusses how to avoid the six most common estate planning mistakes. In this episode Tom discusses why a Will does not avoid probate.
Episode Video
Episode Podcast
Tom explains why if there is a conflict between a beneficiary designation on your bank account (naming one child) and what you say in your Will (divide your estate between all 5 children), the beneficiary designation wins, and your bank account goes to the one child, not to all 5. This also applies to other assets such as life insurance, annuities, retirement accounts and jointly owned real estate.
Episode Video
Episode Podcast
Your estate planning documents will not do you any good if they are lost, or destroyed by a hurricane, flood, tornado, fire or other natural disaster. Tom discusses the pros and cons of various options available for keeping your original estate plan securely stored.
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Episode Podcast
In today’s episode, Tom discusses the various ways that he and Amanda can help you with your estate plan wherever you happen to be in Michigan. From personal consultations in Lansing or Grand Rapids, or consultation with us by telephone, to working with a financial professional who is authorized to utilize our Express Estate Planning Service.
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Episode Podcast
Are you thinking about retirement? If so, Tom discusses 10 reasons why you might consider hiring a professional to help you with your retirement planning.
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Episode Podcast
Do you have a family cottage that you want to be sure stays in your family after you die? Tom discusses different ways of setting up the cottage so that it does not go outside of the family to children’s creditors or spouses.
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Episode Podcast
During today’s episode, Tom reviews the several parts that make up a “Peace of Mind Plan”. Having the appropriate parts in place so you will have the peace of mind that comes from knowing that your “golden years” will be golden, and that your loved ones will be protected at the time of your death.
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Episode Podcast
In today’s program, Tom explains what an Irrevocable Life Insurance Trust is, and how it might be used as part of your estate plan.
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Episode Podcast
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.
Episode Video
Episode Podcast
Tom discusses several changes in the law that might require your estate plan to be updated.