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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.
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Tom discusses several changes in the law that might require your estate plan to be updated.
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Tom discusses the importance of making sure that if your home is going to go through probate, that there will be adequate cash available in the estate to pay ongoing expenses until the home is sold.
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Episode Podcast
Two weeks ago Tom told you why everyone should have a Power of Attorney for Health Care. In today’s show, Tom discusses another document that you need as part of a complete estate plan.
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Episode Podcast
Tom talks about taxes related to dying, and how you can use your estate plan to avoid them.