Tuesday with Tom

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.

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.

Learn more about the importance of MiABLE accounts for special needs children!

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.

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

Discover what a Trusteed IRA is, and why it may be the better choice for you!

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

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.

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

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