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

21 MAG 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 GEN 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 GEN 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!