28 MAY. 2024 · Learn more about the importance of MiABLE accounts for special needs children!

21 MAY. 2024 · Understanding the different types of Special Needs Trusts is essential for families and caregivers to make informed decisions about their loved one's future financial planning.

19 MAR. 2024 · In today's episode Tom discusses some the reasons that you might consider using a professional trustee.

12 MAR. 2024 · Discover what a Trusteed IRA is, and why it may be the better choice for you!

5 MAR. 2024 · If you are considering a reverse mortgage, don't be fooled by these 6 reverse mortgage myths.

27 FEB. 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.

20 FEB. 2024 · Enjoy our 8th anniversary podcast in which Tom plays the very 1st podcast from February 23, 2016 "What Is An Estate Plan".

13 FEB. 2024 · Have you moved since your estate plan was prepared? Finld out if you need to update your documents to reflect your new address.

30 ENE. 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.

23 ENE. 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!