Tom discusses the importance of digital estate planning, and how to arrange for your executor to access all of your online accounts and information.

In this archived episode, Tom discusses how you might be able to use money that you have saved in an IRA to purchase a new home, without incurring the 10% early withdrawal penalty.

Tom explains why if there is a conflict between a beneficiary designation on your bank account (naming one child) and what you say in your Will (divide your estate between all 5 children), the beneficiary designation wins, and your bank account goes to the one child, not to all 5. This also applies to other assets such as life insurance, annuities, retirement accounts and jointly owned real estate.

Although it may feel odd to think about life insurance for your young children or grandchildren, Tom discusses some of the benefits that can go far beyond what we traditionally consider.

Are you considering making a new investment? Before you do, ask yourself these 8 questions to help you determine if the investment is right for you.

While there is a lot of talk in Washington about eliminating the Federal Estate Tax, Tom discusses why you still need estate planning even if the tax disappears.

This is National Estate Planning Awareness Week. For today's program, Tom has retrieved a segment from the very first episode of February 23, 2016 in which he discusses what is, and what is not, an estate plan...enjoy!

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

Do you have the one estate planning document that everyone should have? Tom tells you what it is, and explains why you need it.

You have sent your student away to college, but does she have theses 2 documents that she should have? Tom discusses why your student should have a Power of Attorney for Health Care and a Durable Power of Attorney for finances.