Are you or a loved one moving to an assisted living facility? Explore the options available where the focus is on you and your quality of life.

With the Federal Estate Tax Exemption scheduled to drop in 2026, an Irrevocable Life Insurance Trust might be part of your estate plan.

Unlike peanut butter and jelly, your privacy and probate do not go well together.

If you had a Will prepared for you to avoid probate, this podcast is for you.

How to protect your child's inheritance from going to their spouse in the event of a divorce.

Did you know that if that child that you sent away to college gets ill with COVID19, you do not have any legal authority to know about, or make decisions about, their medical care just because you are their parent? Tom discusses the important legal documents that your child should have to give you that authority.

In this archived episode Tom explains why you need confirmation of your beneficiary designations.

If you are looking for an alternative to traditional casket burial or cremation, consider natural burial, green cremation or composting burial.

Your financial advisor is an important member of your estate planning team. There are, however, limitations that a financial advisor might have in helping you.

In this clip from an archived episode, Tom discusses 3 important issues that every senior should consider before getting remarried.