Episodes

  • Understanding Digital Asset Reporting Requirements (Episode # 308)

    Understanding Digital Asset Reporting Requirements (Episode # 308)
    Nov 5 2024
    In today's fast-evolving financial landscape, understanding tax reporting for digital assets is crucial. Tune into our latest podcast episode for information on your tax reporting obligations. #DigitalAssets #Finance #Podcast
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    29 mins
  • 2025 Increase in Federal Estate Tax and Gift Exemptions (Episode # 307)

    2025 Increase in Federal Estate Tax and Gift Exemptions (Episode # 307)
    Oct 29 2024
    Understanding the implications of the increased federal estate tax and gift exemptions is crucial for effective estate planning. Join the conversation on how these changes can affect your financial future.
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    27 mins
  • Medicaid in Michigan: Why You Should Remove Your Home from Your Trust (Episode # 306)

    Medicaid in Michigan: Why You Should Remove Your Home from Your Trust (Episode # 306)
    Oct 15 2024
    Did you know? Removing your home from your trust might be necessary for Medicaid eligibility in Michigan. Listen to our latest episode for essential tips! #Medicaid #Michigan
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    28 mins
  • Does Michigan’s New Uniform Power of Attorney Law Affect Your Power of Attorney? (Episode # 305)

    Does Michigan’s New Uniform Power of Attorney Law Affect Your Power of Attorney? (Episode # 305)
    Jul 9 2024
    Be sure you understand how Michigan's new Uniform Power of Attorney Act, that went into effect on July 1, might require you to replace your current Power of Attorney.
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    22 mins
  • Why A Will Doesn't Avoid Probate (Episode # 304)

    Why A Will Doesn't Avoid Probate (Episode # 304)
    Jul 2 2024
    In the realm of estate planning, a Last Will and Testament, commonly known as a Will, is often seen as the cornerstone document. However, there's a common misconception that having a Will in place means your assets won't have to go through probate.
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    18 mins
  • Why Your Special Needs Child Should Have a MiABLE Account (Episode # 303)

    Why Your Special Needs Child Should Have a MiABLE Account (Episode # 303)
    May 28 2024
    Learn more about the importance of MiABLE accounts for special needs children!
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    20 mins
  • Do You Need A Special Needs Trust For Your Disabled Child? (Episode # 302)

    Do You Need A Special Needs Trust For Your Disabled Child? (Episode # 302)
    May 21 2024
    Understanding the different types of Special Needs Trusts is essential for families and caregivers to make informed decisions about their loved one's future financial planning.
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    24 mins
  • Should You Use a Professional Trustee? (Episode # 301)

    Should You Use a Professional Trustee? (Episode # 301)
    Mar 19 2024
    In today's episode Tom discusses some the reasons that you might consider using a professional trustee.
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    16 mins