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  • Understanding Digital Asset Reporting Requirements (Episode # 308)

    Understanding Digital Asset Reporting Requirements (Episode # 308)
    2024/11/05
    In today's fast-evolving financial landscape, understanding tax reporting for digital assets is crucial. Tune into our latest podcast episode for information on your tax reporting obligations. #DigitalAssets #Finance #Podcast
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    29 分
  • 2025 Increase in Federal Estate Tax and Gift Exemptions (Episode # 307)

    2025 Increase in Federal Estate Tax and Gift Exemptions (Episode # 307)
    2024/10/29
    Understanding the implications of the increased federal estate tax and gift exemptions is crucial for effective estate planning. Join the conversation on how these changes can affect your financial future.
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    27 分
  • Medicaid in Michigan: Why You Should Remove Your Home from Your Trust (Episode # 306)

    Medicaid in Michigan: Why You Should Remove Your Home from Your Trust (Episode # 306)
    2024/10/15
    Did you know? Removing your home from your trust might be necessary for Medicaid eligibility in Michigan. Listen to our latest episode for essential tips! #Medicaid #Michigan
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    28 分
  • Does Michigan’s New Uniform Power of Attorney Law Affect Your Power of Attorney? (Episode # 305)

    Does Michigan’s New Uniform Power of Attorney Law Affect Your Power of Attorney? (Episode # 305)
    2024/07/09
    Be sure you understand how Michigan's new Uniform Power of Attorney Act, that went into effect on July 1, might require you to replace your current Power of Attorney.
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    22 分
  • Why A Will Doesn't Avoid Probate (Episode # 304)

    Why A Will Doesn't Avoid Probate (Episode # 304)
    2024/07/02
    In the realm of estate planning, a Last Will and Testament, commonly known as a Will, is often seen as the cornerstone document. However, there's a common misconception that having a Will in place means your assets won't have to go through probate.
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    18 分
  • Why Your Special Needs Child Should Have a MiABLE Account (Episode # 303)

    Why Your Special Needs Child Should Have a MiABLE Account (Episode # 303)
    2024/05/28
    Learn more about the importance of MiABLE accounts for special needs children!
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    20 分
  • Do You Need A Special Needs Trust For Your Disabled Child? (Episode # 302)

    Do You Need A Special Needs Trust For Your Disabled Child? (Episode # 302)
    2024/05/21
    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.
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    24 分
  • Should You Use a Professional Trustee? (Episode # 301)

    Should You Use a Professional Trustee? (Episode # 301)
    2024/03/19
    In today's episode Tom discusses some the reasons that you might consider using a professional trustee.
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    16 分