n today’s episode, Tom answer a question that many clients ask when they have a home or other land for sale, and they are working on funding their Living Trust.

How someone can steal the title to your home, or equity in your home, and how you can protect yourself.

In today’s episode Tom discusses a recent case in which a woman who was in a long-term care facility died because there was confusion about her end-of-life wishes as documented in her chart and her Living Will.

In this archived episode, Tom explains how a transfer of assets under Michigan's Uniform Transfer To Minor's Act (UTMA) can be used to provide trust like benefits for a minor until age 21

Be sure you understand how the SECURE Act, effective January 1, 2020, the most significant retirement planning legislation in decades, affects your Retirement and Estate Planning.

Tom reviews the various limitations that apply to financial and/or medical powers of attorney

A 529 Plan can be a great way to pay for the costs of college, or K-12 private school tuition, for children or grandchildren.

Tom explains why your estate plan is not complete until you have appointed a Funeral Representative….even if you have pre-planned your funeral.

In this archived episode, Tom talks about Certificate of Deposit as investments, and how to make your CD yields higher with a CD ladder.