We have all heard the expression “60 is the new 40”. In today’s episode Tom talks about the benefits of opening a Roth IRA even if you are over 60.

Your estate planning documents will not do you any good if they are lost, or destroyed by a hurricane, flood, tornado, fire or other natural disaster. Tom discusses the pros and cons of various options available for keeping your original estate plan securely stored.

Tom discusses the various ways that he and Amanda can help you with your estate plan wherever you happen to be in Michigan. From personal consultations in Lansing or Grand Rapids, or consultation with us by telephone, to working with a financial professional who is authorized to utilize our Express Estate Planning Service.

Do you have a child that you want to disinherit? Or, perhaps you want to be sure that your estate does not to end up going to your child’s spouse or creditors. In today’s episode, Tom discuses the best ways to disinherit a child, or to keep your estate from your child’s spouse or creditors.

If you have a Will, or are thinking about having a Will as part of your Estate Plan, be sure you understand what Wills do and do not do. In today’s episode, Tom talks about the 4 most common myths people have about Wills.

Are you thinking about retirement? If so, Tom discusses 10 reasons why you might consider hiring a professional to help you with your retirement planning.

Do you have a family cottage that you want to be sure stays in your family after you die? Tom discusses different ways of setting up the cottage so that it does not go outside of the family to children’s creditors or spouses.

Tom discusses the importance of putting what you own into your Living Trust box in order to avoid probate.

Enjoy this archived episode in which Tom explains what a Do-Not-Resuscitate Order (DNR) is, and how to get one.

During today’s episode, Tom reviews the several parts that make up a “Peace of Mind Plan”. Having the appropriate parts in place so you will have the peace of mind that comes from knowing that your “golden years” will be golden, and that your loved ones will be protected at the time of your death.