Tom discusses the use of beneficiary designations to avoid probate, and what happens if your named beneficiary dies before you.

Tom explains what an Irrevocable Trust is, how it differs from a Revocable Trust, and how it might be used to avoid or minimize federal estate taxes, serve as an asset protection vehicle, or provide a tool for advanced Medicaid planning or Veterans Survivor's Benefits planning.

Tom interviews Richard Burman, a longtime Michigan Financial Professional. Dick shares his views on insurance, financial planning and estate planning.

Tom discusses the most common estate planning mistakes, and recommends ways to avoid them. He, also, introduces an expanded program format with new segments.

Tom and Jackie discuss the duties and responsibilities of a Conservator

Tom and his associate Amanda Bevel discuss many of the common scams that are being run to separate you from your money. They point out a number red flags that should alert you to a possible scam, provide tips on how to avoid becoming a victim, and list a number of resources that you can use to check out an offer that you receive and/or to report a scam.

Tom explains why using a 529 Plan can be a great way to pay for the costs of college education for children or grandchildren.

Tom discusses the planning that needs to be done before you get re-married (or once you are re-married) in order to keep your estate from going to your spouse's children.

Tom discusses the problems that can arise when you make an account jointly owned with a child, and suggests alternatives.

During this live call in episode, Tom answers caller's questions, and talks about many of his favorite places in Michigan.