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  • 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
  • The Benefits Of A Trusteed IRA Over A Traditional IRA (Episode # 300)

    The Benefits Of A Trusteed IRA Over A Traditional IRA (Episode # 300)
    2024/03/12
    Discover what a Trusteed IRA is, and why it may be the better choice for you!
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    29 分
  • 6 Reverse Mortgage Myths (Episode # 299)

    6 Reverse Mortgage Myths (Episode # 299)
    2024/03/05
    If you are considering a reverse mortgage, don't be fooled by these 6 reverse mortgage myths.
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    18 分
  • What Happens If My Minor Child Receives My IRA? (Episode # 298)

    What Happens If My Minor Child Receives My IRA? (Episode # 298)
    2024/02/27
    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 分