To celebrate the 5th anniversary of our first podcast on February 23, 2016, here is the first episode answering the question - What is an Estate Plan? Tom discusses what an Estate Plan is, and is not, and the various decisions needed to develop an effective estate plan.

Learn how to reject an inheritance by using a Disclaimer…what they are…how they work…what they are used for

Did you know that you might be better off rejecting an inheritance? Tom discusses 6 times when it can make sense to say "No" to an inheritance.

Are you considering appointing multiple children to be in charge of settling your estate? If so, then today’s episode is for you. Tom discusses the pros and cons of having multiple children serve as your trustees or agents under powers of attorney. And, he explains the difference between appointing them as joint-trustees or co-trustees.

In today’s episode, Tom discusses why and when spouses might decide to have separate trusts, rather than one joint trust.

Tom explains what a Michigan lady bird deed is, and when they are used.

The new Biden administration will likely pursue 2 significant changes to Federal Estate Taxes that might affect most estates

Failing to get a deed from the seller when you pay off your land contract results in headaches and possible legal expenses

Questions to ask if you are considering making a contribution to an endowment fund for your church or children's school.

In this archived episode, Tom, calling upon his 40 years of experience in working with clients, explains what every estate plan must include