https://www.tuesdaywithtom.com/enEducationCopyright Tom Doylehttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/2fa4915949243e490afb1ddf0545e96f.jpghttps://www.tuesdaywithtom.com/Tue, 10 Mar 2026 18:01:15 +0000Tom DoyleTom Doyletom@tuesdaywithtom.comEstate Planning Attorney, and life-long Michigander, Tom Doyle, discusses all things related to Estate Planning & Settlement in Michigan, talks about Michigan events, answers your estate planning and settlement questions, and hosts guest speakers.cleanepisodichttps://www.spreaker.com/episode/important-estate-plan-updates--70573433https://api.spreaker.com/episode/70573433Tue, 10 Mar 2026 18:00:02 +0000Tom DoyleIn today's insightful episode of "Important Estate Plan Updates" with Tom Doyle I will  discuss how changes in laws can impact your 401(k)s, IRAs, and Durabel Powers of Attorney.1377401ks,durablepowerofattorney,estateplanning,iras,retirementaccountsclean103fullhttps://www.spreaker.com/episode/10-years-of-tuesday-with-tom--70251835We just knew there were questions people needed answered.]]>https://api.spreaker.com/episode/70251835Tue, 24 Feb 2026 19:00:05 +0000Tom DoyleOn February 23rd, 2016, we aired the very first episode of Tuesday with Tom. At the time, we didn’t know if anyone would listen. We didn’t know how long it would last. We just knew there were questions people needed answered.We just knew there were questions people needed answered.]]>1137estateplanningclean102fullhttps://www.spreaker.com/episode/why-you-should-not-prepare-your-own-deed--69424374https://api.spreaker.com/episode/69424374Tue, 13 Jan 2026 19:00:08 +0000Tom DoyleLearn why preparing your own deed transferring property can have unintended consequences.1154estateplanning,quitclaimdeed,transferringrealestate,warrantydeedclean101fullhttps://www.spreaker.com/episode/why-your-rental-property-should-be-owned-by-an-llc--68947195Should your rental property be owned by an LLC?]]>https://api.spreaker.com/episode/68947195Tue, 09 Dec 2025 19:00:07 +0000Tom DoyleToday we’re diving into a topic every real estate investor—big or small—needs to understand: Should your rental property be owned by an LLC?Should your rental property be owned by an LLC?]]>1600assetprotection,estateplanning,limitedliabilitycompany,llc,rentalpropertyclean920fullhttps://www.spreaker.com/episode/irs-announces-increased-gift-and-estate-tax-exemption-amounts-for-2026--68833620https://api.spreaker.com/episode/68833620Tue, 02 Dec 2025 19:00:08 +0000Tom DoyleThe IRS has announced increased gift and estate tax exemption amounts for 2026. 1320annualgiftexemption,estateplanning,federalestate,federalestatetaxexemption,taxplanningclean919fullhttps://www.spreaker.com/episode/the-pending-phase-out-of-the-u-s-penny--68621179the phase-out of the United States penny.

It’s a small coin with a big history—but also a growing cost. So today, we’ll break down why the penny may be on its way out, what that means for you as a consumer, and the simple things you can start thinking about now to prepare.]]>https://api.spreaker.com/episode/68621179Tue, 18 Nov 2025 19:00:08 +0000Tom DoyleToday, we’re diving into a headline that’s been circulating more and more lately: the phase-out of the United States penny. It’s a small coin with a big history—but also a growing cost. So today, we’ll break down why the penny may be on its way out,...the phase-out of the United States penny.

It’s a small coin with a big history—but also a growing cost. So today, we’ll break down why the penny may be on its way out, what that means for you as a consumer, and the simple things you can start thinking about now to prepare.]]>1404estateplanning,financialplanning,uspenny,uspennyphaseoutclean918fullhttps://www.spreaker.com/episode/don-t-rely-on-services-like-trust-will-or-legalzoom-for-your-estate-plan--68500863https://api.spreaker.com/episode/68500863Tue, 11 Nov 2025 19:00:08 +0000Tom DoyleYou’ve probably seen ads promising an easy, low-cost way to draft your will or trust online. But here’s the thing: your family, your assets, and your goals are far too important to leave to a fill-in-the-blank template. Let’s talk about why.1475estateplanning,onlineestateplanning,selfhelpestateplanningclean917fullhttps://www.spreaker.com/episode/more-things-you-need-to-know-about-a-heloc--68414787https://api.spreaker.com/episode/68414787Tue, 04 Nov 2025 19:00:08 +0000Tom DoyleIf you listened to Tom's last episode about using a HELOC to prevent a fraudulent transfer of the title to your home, this follow-up episode is for you. 1183estateplanning,financialplanning,heloc,titlefraudclean916fullhttps://www.spreaker.com/episode/protecting-your-home-from-fraudulent-deed-transfers-with-a-heloc--67865566https://api.spreaker.com/episode/67865566Tue, 23 Sep 2025 18:00:08 +0000Tom DoyleFraudulent deed transfers are on the rise. In this week’s podcast, I’ll explain why owning your home free and clear can actually make you a target, and how a simple tool — a Home Equity Line of Credit (HELOC) — can help protect your title.1602estateplanning,fraudprevention,heloc,homeprotection,realestatelawclean915fullhttps://www.spreaker.com/episode/goodbye-paper-checks-what-the-new-federal-e-payments-mandate-means-for-you--67596376https://api.spreaker.com/episode/67596376Tue, 02 Sep 2025 18:00:08 +0000Tom DoyleToday we’re talking about a major change in how the federal government pays you—and how you pay the government. Under a new modernization order and Treasury rules, most paper checks are going away. By September 30, 2025, federal benefit payments,...1056estateplanning,taxpayments,taxrefundsclean914fullhttps://www.spreaker.com/episode/how-do-i-change-a-beneficiary-designation-with-my-will-or-trust--67345616https://api.spreaker.com/episode/67345616Tue, 12 Aug 2025 18:00:08 +0000Tom Doyle1220beneficiary,estateplanning,pod,todclean913fullhttps://www.spreaker.com/episode/michigan-trust-owners-don-t-share-your-whole-trust-do-this-instead--67260337https://api.spreaker.com/episode/67260337Tue, 05 Aug 2025 18:00:08 +0000Tom DoyleIf you're a trustee—or even thinking about creating a trust—this one's for you. Michigan made a quiet but important change in 2018 that most people still don't understand. Here's what the Certificate of Trust does, and why it can save you time,...950certificateoftrust,estateplanningclean912fullhttps://www.spreaker.com/episode/estate-gift-taxes-what-changed-and-what-didn-t-in-trump-s-big-beautiful-bill--67072334https://api.spreaker.com/episode/67072334Tue, 22 Jul 2025 18:00:08 +0000Tom DoyleIn this episode we discuss the recent updates to estate and gift taxes as part of Trump's 'Big Beautiful Bill.' This episode is essential for anyone interested in estate planning and tax strategies. Tune in to stay informed and make the best decisions...1118estateplanning,estatetax,gifttax,portability,valuationdiscountclean911fullhttps://www.spreaker.com/episode/why-older-americans-may-be-better-off-staying-unmarried--66727612https://api.spreaker.com/episode/66727612Tue, 24 Jun 2025 18:00:08 +0000Tom DoyleFor many older Americans, love and companionship remain vital—but marriage isn’t always the best financial or legal choice. In this episode of Tuesday with Tom, attorney Tom Doyle explains why staying unmarried later in life can help protect your...1200assetprotection,estateplanning,financialplanning,olderadults,retirementplanning,seniorliving,stayunmarried,tomdoylelaw,tuesdaywithtomclean910fullhttps://www.spreaker.com/episode/what-happens-to-your-digital-assets-when-you-die--66382525https://api.spreaker.com/episode/66382525Tue, 03 Jun 2025 18:00:07 +0000Tom DoyleIn this episode of Tuesday with Tom, we explore the Michigan Fiduciary Access to Digital Assets Act and what it means for your estate plan. From emails and cloud storage to social media and cryptocurrency, Tom explains how your digital life can be...940digitalassets,digitalassetsplanning,estateplanning,michigan,rufadaaclean99fullhttps://www.spreaker.com/episode/what-happens-if-you-die-without-a-will-in-michigan-episode-319--66074428https://api.spreaker.com/episode/66074428Tue, 13 May 2025 18:00:07 +0000Tom DoyleIn today’s episode of Tuesday with Tom, we’re diving into what really happens if you die without a Will in Michigan. Who gets your assets? What if you have no close family? I’ll walk you through the State’s Intestate Succession laws and explain why...1285estateplanning,intestate,intestatesuccessionclean98fullhttps://www.spreaker.com/episode/living-trusts-what-they-are-and-why-you-might-need-one-episode-318--65793121https://api.spreaker.com/episode/65793121Tue, 29 Apr 2025 18:00:08 +0000Tom DoyleIf you’ve ever wondered what a trust actually does or whether you need one, this episode is for you.991avoidprobate,estateplanning,irrevocabletrust,livingtrust,revocabletrust,trustclean97fullhttps://www.spreaker.com/episode/trust-funding-made-simple-episode-317--65664770https://api.spreaker.com/episode/65664770Tue, 22 Apr 2025 18:00:08 +0000Tom DoyleAre you confused about trust funding? Episode 317 breaks it down for you! Join us as we simplify the complexities and guide you through the essentials. Don't miss out!1216estateplanning,livingtrust,revocabletrust,trustfundingclean96fullhttps://www.spreaker.com/episode/how-much-should-be-in-your-emergency-fund-episode-316--65442668https://api.spreaker.com/episode/65442668Tue, 08 Apr 2025 18:00:07 +0000Tom DoyleAre you prepared for the unexpected? 💰 In our latest episode, we dive into how much you should really have in your emergency fund! Tune in to Episode 315 and get the insights you need to secure your financial future! #EmergencyFund #FinancialPlanning1227emergencyfund,estateplanning,financialplanningclean95fullhttps://www.spreaker.com/episode/why-now-is-the-right-time-to-get-your-estate-plan-in-order-episode-315--64954784https://api.spreaker.com/episode/64954784Tue, 18 Mar 2025 18:00:07 +0000Tom DoyleDid you know that the political and economic uncertainty you are all feeling puts you at greater risk of death or incapacity? In today's episode Tom explains that increased risk, and why now is the time to get your estate plan in order.1294death,estateplanning,incapacity,livingtrust,powerofattorney,probate,taxesclean94fullhttps://www.spreaker.com/episode/will-the-corporate-transparency-act-affect-your-estate-plan-episode-314--64565173https://api.spreaker.com/episode/64565173Tue, 25 Feb 2025 19:00:07 +0000Tom Doyle1126corporatetransparencyact,cta,estateplanning,fincen,llcclean93fullhttps://www.spreaker.com/episode/how-to-save-your-children-from-a-20-capital-gains-tax-on-your-home-episode-313--64438425https://api.spreaker.com/episode/64438425Tue, 18 Feb 2025 19:08:34 +0000Tom DoyleIn today’s program, Tom explains how deeding your home to your children during your lifetime can end up costing your children a 20% Capital Gains tax when your home is sold.671capitalgainstax,estateplanning,giftingclean92fullhttps://www.spreaker.com/episode/does-my-revocable-living-trust-need-a-new-tax-id-number-episode-312--63966822https://api.spreaker.com/episode/63966822Tue, 28 Jan 2025 19:00:07 +0000Tom Doyle826ein,estateplanning,revocablelivingtrust,taxidnumberclean91fullhttps://www.spreaker.com/episode/does-santa-have-to-pay-gift-taxes-episode-311--63353638https://api.spreaker.com/episode/63353638Tue, 17 Dec 2024 20:00:09 +0000Tom DoyleEver wondered if Santa's sleigh full of gifts comes with a side of IRS paperwork? In this festive and thought-provoking episode, we explore whether the jolly old elf is subject to gift taxes.1997529plan,annualgifttaxexemption,estateplanning,gifting,gifttaxclean820fullhttps://www.spreaker.com/episode/does-your-homeowner-s-insurer-know-your-home-is-in-your-trust-episode-309--63131238https://api.spreaker.com/episode/63131238Tue, 03 Dec 2024 19:00:06 +0000Tom DoyleDid you know that putting your home in a trust can impact your homeowner's insurance? In our latest episode, we dive into the crucial question: Does your insurer know your home is in your trust? Tune in to Episode 309 for insights that could save you...1261estateplanning,homeinsurance,homeownersinsurance,homeownersinsurer,ladybirddeed,trustfunding,trustsclean818fullhttps://www.spreaker.com/episode/understanding-digital-asset-reporting-requirements-episode-308--62623237https://api.spreaker.com/episode/62623237Tue, 05 Nov 2024 19:00:02 +0000Tom DoyleIn 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 #Podcast1759cryptocurrency,digitalassetreporting,digitalassets,estateplaning,nonfungibletokens,taxplanningclean817fullhttps://www.spreaker.com/episode/2025-increase-in-federal-estate-tax-and-gift-exemptions-episode-307--62541733https://api.spreaker.com/episode/62541733Tue, 29 Oct 2024 18:00:02 +0000Tom DoyleUnderstanding 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. 1635estateplanning,estatetax,gifttax,taxplanningclean816fullhttps://www.spreaker.com/episode/medicaid-in-michigan-why-you-should-remove-your-home-from-your-trust-episode-306--62376023https://api.spreaker.com/episode/62376023Tue, 15 Oct 2024 18:00:02 +0000Tom DoyleDid 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 #Michigan1707estateplanning,ladybirddeed,medicaid,medicaidestaterecovery,michiganclean815fullhttps://www.spreaker.com/episode/does-michigan-s-new-uniform-power-of-attorney-law-affect-your-power-of-attorney-episode-305--60643195https://api.spreaker.com/episode/60643195Tue, 09 Jul 2024 18:00:04 +0000Tom Doyle 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.1295durablepowerofattorney,estateplanning,michigan,powerofattorney,uniformpowerofattorneyclean814fullhttps://www.spreaker.com/episode/why-a-will-doesn-t-avoid-probate-episode-304--60578019https://api.spreaker.com/episode/60578019Tue, 02 Jul 2024 18:00:08 +0000Tom DoyleIn 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.1072avoidingprobate,estateplanning,lastwillandtestament,michigan,probate,willclean813fullhttps://www.spreaker.com/episode/why-your-special-needs-child-should-have-a-miable-account-episode-303--60200575https://api.spreaker.com/episode/60200575Tue, 28 May 2024 18:00:05 +0000Tom DoyleLearn more about the importance of MiABLE accounts for special needs children!1200miable,specialneedschild,specialneedsplanning,specialneedstrustclean812fullhttps://www.spreaker.com/episode/do-you-need-a-special-needs-trust-for-your-disabled-child-episode-302--60115666https://api.spreaker.com/episode/60115666Tue, 21 May 2024 18:00:02 +0000Tom DoyleUnderstanding 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.1439miable,specialneeds,specialneedschildren,specialneedsplanning,"specialneedstrustclean811fullhttps://www.spreaker.com/episode/should-you-use-a-professional-trustee-episode-301--59102201https://api.spreaker.com/episode/59102201Tue, 19 Mar 2024 18:00:02 +0000Tom DoyleIn today's episode Tom discusses some the reasons that you might consider using a professional trustee.949estateplanning,fiduciary,professionaltrustee,trust,trusteeclean810fullhttps://www.spreaker.com/episode/the-benefits-of-a-trusteed-ira-over-a-traditional-ira-episode-300--59016732https://api.spreaker.com/episode/59016732Tue, 12 Mar 2024 18:00:01 +0000Tom DoyleDiscover what a Trusteed IRA is, and why it may be the better choice for you!1741estateplanning,financialplanning,ira,irabeneficiaries,iratrust,retirement,retirementaccount,trusteediraclean89fullhttps://www.spreaker.com/episode/6-reverse-mortgage-myths-episode-299--58931873https://api.spreaker.com/episode/58931873Tue, 05 Mar 2024 19:00:01 +0000Tom DoyleIf you are considering a reverse mortgage, don't be fooled by these 6 reverse mortgage myths.1090estateplanning,financialplanning,reversemortgage,reversemortgagemyths,usingyourhomesequityclean88fullhttps://www.spreaker.com/episode/what-happens-if-my-minor-child-receives-my-ira-episode-298--58851917https://api.spreaker.com/episode/58851917Tue, 27 Feb 2024 19:00:01 +0000Tom DoyleIf you are considering naming minor children as primary or contingent beneficiaries on your IRA or 401(k), be sure you understand what will happen upon your death.1048401k,inheritedira,ira,iraminorbeneficiary,minorbeneficiaryclean87fullhttps://www.spreaker.com/episode/8th-anniversary-episode-episode-277--58751469https://api.spreaker.com/episode/58751469Tue, 20 Feb 2024 19:00:01 +0000Tom DoyleEnjoy our 8th anniversary podcast in which Tom plays the very 1st podcast from February 23, 2016 "What Is An Estate Plan".1909estateplanning,michiganestateplanning,preparingyourestateplan,whatisanestateplanclean86fullhttps://www.spreaker.com/episode/my-address-has-changed-do-i-have-to-change-my-estate-plan-documents-episode-296--58674686https://api.spreaker.com/episode/58674686Tue, 13 Feb 2024 19:00:02 +0000Tom DoyleHave you moved since your estate plan was prepared? Finld out if you need to update your documents to reflect your new address.794changeofaddress,estateplanning,michigan,newaddress,updateestateplan,updatemyestateplanclean85fullhttps://www.spreaker.com/episode/celebrate-national-unclaimed-property-day-episode-295--58504626https://api.spreaker.com/episode/58504626Tue, 30 Jan 2024 19:00:02 +0000Tom DoyleThe Michigan Department of Treasury has millions of dollars in lost or forgotten assets from dormant bank accounts, uncashed checks, valuables left in safe deposit boxes and stock certificates. Celebrate National Unclaimed Proprty Day by finding out...1033estateplanning,financialplanning,missingmoney,nationalunclaimedproprtyday,treasurydepartment,unclaimedpropertyclean84fullhttps://www.spreaker.com/episode/should-i-name-my-children-as-joint-or-co-successor-trustees-episode-294--58419028https://api.spreaker.com/episode/58419028Tue, 23 Jan 2024 19:00:02 +0000Tom DoyleCheck out this new Tuesday with Tom episode where he discusses whether you should name your children as 'joint' or 'co' successor trustees. It's an informative conversation about estate planning in Michigan!1093cofiduciaries,cotrustees,estateplanning,jointfiduciaries,jointtrusteesclean83fullhttps://www.spreaker.com/episode/be-prepared-for-when-trump-s-tax-cuts-expire-next-year-and-taxes-for-most-americans-will-increase-episode-293--58321275https://api.spreaker.com/episode/58321275Tue, 16 Jan 2024 19:00:01 +0000Tom DoyleDid you know that in 2026 most American’s will see their taxes increase due to the expiration of Trump’s tax cuts? Tom discusses the pending changes that might increase you taxes, and what you might be able to do now to minimize your increase.14562026taxincreases,401k,estatetax,gifttax,ilit,incometax,ira,rothconversion,taxdeduction,taxesclean82fullhttps://www.spreaker.com/episode/2024-law-update-episode-292--58174909https://api.spreaker.com/episode/58174909Tue, 02 Jan 2024 19:06:58 +0000Tom DoyleTo begin the new year, Tom reviews many of the 2024 changes relevant to estate planning and settlement, including Estate and Gift Taxes, Retirement contribution amounts, 529 Plans and Michigan Durable Powers of Attorney.1357529plan,durablepowerofattorney,estatetaxexemption,federalestatetax,federalgifttax,gifttaxexclusion,iracontributions,michiganclean81fullhttps://www.spreaker.com/episode/know-the-limits-of-your-power-of-attorney-episode-291--57458930https://api.spreaker.com/episode/57458930Tue, 31 Oct 2023 18:00:02 +0000Tom DoyleIf you have been appointed as financial and/or medical power of attorney, be sure you understand the limits on your authority.1552advancedirective,dpoa,hcpoa,healthcarepowerofattorney,michigan,powerofattorneyclean723fullhttps://www.spreaker.com/episode/who-can-witness-my-durable-power-of-attorney-episode-290--56946431https://api.spreaker.com/episode/56946431Tue, 26 Sep 2023 18:00:02 +0000Tom DoyleA witness can serve an important function in the execution of your Durable Power of Attorney. Be sure you understand the execution and witnessing requirement for your Durable Power of Attorney.907dpoa,durablepowerofattorney,michigan,witnessclean722fullhttps://www.spreaker.com/episode/will-my-testamentary-trust-avoid-probate-episode-289--56856593https://api.spreaker.com/episode/56856593Tue, 19 Sep 2023 18:00:03 +0000Tom DoyleIf you are going to have a trust as part of your estate plan, be sure that you understand important differences between a Testamentary Trust and a Living Trust.925estateplanning,livingtrust,miichigan,testamentarytrustclean721fullhttps://www.spreaker.com/episode/estate-planning-questions-that-might-make-you-squirm-episode-288--56778335https://api.spreaker.com/episode/56778335Tue, 12 Sep 2023 18:00:02 +0000Tom DoyleSometimes, questions that have to be asked to prepare your estate plan are uncomfortable. They are not being asked by the attorney simply to be nosy, but are being asked to make sure that an appropriate estate plan is being prepared for you.1160estateplanningclean720fullhttps://www.spreaker.com/episode/who-can-witness-my-health-care-power-of-attorney-episode-287--56691408https://api.spreaker.com/episode/56691408Tue, 05 Sep 2023 18:00:02 +0000Tom DoyleA witness serves an important function in the execution of your Power of Attoney for Health Care. Be sure you understand who cannot be a witness to your Will Power of Attoney for Health Care.752estateplanning,healthcarepoa,patientadvocate,poaforhealthcare,powerofattorneyforhealthcareclean719fullhttps://www.spreaker.com/episode/who-can-witness-my-will-episode-286--56628190https://api.spreaker.com/episode/56628190Tue, 29 Aug 2023 18:00:03 +0000Tom DoyleA witness serves an important function in the execution of your final Will. Be sure you understand who can and cannot be a witness to your Will1064estateplanning,willexecution,wills,willwitnesses,witnessesclean718fullhttps://www.spreaker.com/episode/irs-eliminates-step-up-in-basis-for-some-assets-episode-285--56404014https://api.spreaker.com/episode/56404014Tue, 08 Aug 2023 18:00:02 +0000Tom DoyleBe sure you understand how your heirs might be affected by new IRS rules changing how step-up in basis applies to certain assets.1045capitalgains,capitalgainstax,estateplanning,stepupinbasis,taxplanningclean717fullhttps://www.spreaker.com/episode/two-documents-that-every-college-student-should-have-episode-283--56215810https://api.spreaker.com/episode/56215810Tue, 25 Jul 2023 18:00:02 +0000Tom DoyleYou are sending your student away to college, but does she have theses 2 documents that every college student should have?803college,collegestudent,dpoa,estateplanning,healthcarepoaclean716fullhttps://www.spreaker.com/episode/six-reasons-to-have-a-trust-and-not-a-will-episode-283--54554055https://api.spreaker.com/episode/54554055Tue, 20 Jun 2023 18:00:02 +0000Tom DoyleNot sure if you need a Trust or a Will? Here are six reasons for choosing the Trust830estateplanning,livingtrust,willclean715fullhttps://www.spreaker.com/episode/don-t-die-because-of-confusion-about-your-end-of-life-wishes-episode-282--54041685https://api.spreaker.com/episode/54041685Tue, 30 May 2023 18:00:01 +0000Tom DoyleIn today’s archived episode Tom discusses a case in which a woman 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.962attorney,endoflife,endoflifewishes,estateplanning,healthcarepowerofattorney,livingwill,powerofattorneyclean714fullhttps://www.spreaker.com/episode/using-an-agricultural-conservation-easement-to-protect-farmland-from-development-episode-281--53970307https://api.spreaker.com/episode/53970307Tue, 23 May 2023 18:00:02 +0000Tom DoyleAre you interested in protecting farmland from being developed? In today's podcast Kara O'Connor, from American Farmland Trust, explains what agricultural conservation easements are and how they are used to protect farmland from development.1788agriculturalconservation,agriculturaleasement,americanfarmlandtrust,estateplanning,farmland,protectingfarmland,savingfarmlandclean713fullhttps://www.spreaker.com/episode/several-ways-that-secure-act-2-0-might-affect-your-retirement-planning-episode-280--53792115https://api.spreaker.com/episode/53792115Tue, 09 May 2023 18:00:02 +0000Tom DoyleTom discusses several ways that SECURE 2.0 Act, signed into law in late December 2022, might affect your retirement planning.1049estateplanning,financialplanning,michigan,retirementplanning,secure2.0actclean712fullhttps://www.spreaker.com/episode/when-2-or-more-people-own-michigan-real-estate-episode-279--53717491https://api.spreaker.com/episode/53717491Tue, 02 May 2023 18:00:02 +0000Tom DoyleTenants in Common ... Joint Tenants ... Joint Tenants with Rights of Survivorship ... Tenants by the Entireties. Be sure you understand how you own your Michigan real estate.1501estateplanning,jointtenancy,michigan,realestate,tenancybytheentireties,tenantsincommonclean711fullhttps://www.spreaker.com/episode/6-reasons-to-reject-an-inheritance-episode-278--53573140https://api.spreaker.com/episode/53573140Tue, 18 Apr 2023 18:00:02 +0000Tom DoyleAs a follow-up to last Week's episode about how to reject an inheritance, Tom discusses 6 times when it can make sense to say No to an inheritance.1429disclaimer,estateplanning,inheritance,michiganclean710fullhttps://www.spreaker.com/episode/how-to-reject-an-inheritance-episode-277--53503837https://api.spreaker.com/episode/53503837Tue, 11 Apr 2023 18:00:02 +0000Tom DoyleDisclaimers…What they are…how they work…what they are used for1335disclaimer,estateplanning,inheritance,michiganclean79fullhttps://www.spreaker.com/episode/certificates-of-deposit-as-investments-and-what-is-a-cd-ladder-episode-275--53365599https://api.spreaker.com/episode/53365599Tue, 28 Mar 2023 18:00:01 +0000Tom DoyleDoes today’s volatile stock market and uncertain economy have you worried? Tom discusses Certificates of Deposit as investments, and how to make your CD yields higher with a CD ladder.1500cd,certificateofdeposit,estateplanning,investingclean78fullhttps://www.spreaker.com/episode/it-s-time-to-spring-clean-your-estate-plan-episode-274--53122566https://api.spreaker.com/episode/53122566Tue, 07 Mar 2023 19:00:02 +0000Tom DoyleJust like your home, spring is a good time to clean your estate plan.1651estateplanning,michigan,springcleaningclean77fullhttps://www.spreaker.com/episode/be-sure-you-understand-the-roth-ira-five-year-rule-episode-273--52877873https://api.spreaker.com/episode/52877873Tue, 28 Feb 2023 19:00:02 +0000Tom DoyleThe Roth IRA "five-year rule" can trigger an unexpected tax bill, even after age 59 1/2.839estateplanning,financialplanning,rothira,taxplanningclean76fullhttps://www.spreaker.com/episode/7th-anniversary-episode--52804487https://api.spreaker.com/episode/52804487Tue, 21 Feb 2023 19:00:02 +0000Tom DoyleEnjoy our 7th anniversary podcast in which Tom plays the very 1st poscast from February 23, 2016.1688clean75fullhttps://www.spreaker.com/episode/naming-your-sister-as-the-beneficiary-on-life-insurance-to-avoid-needing-a-conservator-for-a-minor-child-episode-271--52662997https://api.spreaker.com/episode/52662997Tue, 07 Feb 2023 19:13:31 +0000Tom DoyleIf you are thinking about naming a sibling as a beneficiary on a life insurance policy to manage the insurance proceeds for your minor child in order to avoid probate, STOP! Listen to today’s episode.1001children,conservator,probateclean74fullhttps://www.spreaker.com/episode/transferring-your-manufactured-home-at-death-without-probate-episode-270--52528938https://api.spreaker.com/episode/52528938Tue, 24 Jan 2023 19:00:01 +0000Tom DoyleIf you have a manufactured or mobile home in mobile home park, you will want to listen to this episode.877"deedofgift,manufacturedhome,medicaid,michigan,mobilehomeclean73fullhttps://www.spreaker.com/episode/does-a-pour-over-will-avoid-probate-episode-269--52464519https://api.spreaker.com/episode/52464519Tue, 17 Jan 2023 19:00:02 +0000Tom DoyleBe sure you understand what your pour-over Will does, and does not, do.971estateplanning,michigan,pour-overwill,trustfunding,willclean72fullhttps://www.spreaker.com/episode/do-you-know-what-your-estate-plan-must-include-episode-268--52404259https://api.spreaker.com/episode/52404259Tue, 10 Jan 2023 19:00:02 +0000Tom DoyleCalling upon his 40+ years of experience in working with clients, Tom explains what every estate plan must include.1245estateplanning,michiganclean71fullhttps://www.spreaker.com/episode/here-are-six-ways-to-avoid-probate-episode-266--51826599https://api.spreaker.com/episode/51826599Tue, 08 Nov 2022 19:00:02 +0000Tom DoyleIf you want to avoid probate, here are 6 strategies that you can use.1917avoidingprobate,estateplanning,howtoavoidprobate,michigan,probatecleanfullhttps://www.spreaker.com/episode/do-you-know-these-10-important-ages-for-retirement-planning-episode-265--51685980https://api.spreaker.com/episode/51685980Tue, 25 Oct 2022 18:00:02 +0000Tom DoyleYour age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties. Remember to factor these important ages into your retirement plan.1691financialplanning,medicare,michigan,retirement,retirementplanning,socialsecuritycleanfullhttps://www.spreaker.com/episode/do-you-know-how-to-manage-your-inherited-ira-episode-265--51608837https://api.spreaker.com/episode/51608837Tue, 18 Oct 2022 18:00:02 +0000Tom DoyleHave you received an Inherited IRA? These are the rules and deadlines you should know to avoid taxes and penalties.1236estateplanning,financialplanning,inheritedira,inheritediradistributions,ira,iradistributions,michigancleanfullhttps://www.spreaker.com/episode/be-sure-you-understand-the-projected-federal-death-tax-and-gift-tax-rates-for-2023-and-2026-episode-264--51538616https://api.spreaker.com/episode/51538616Tue, 11 Oct 2022 18:00:02 +0000Tom DoyleIf you don’t want your estate to pay 40% to Uncle Sam, you need to understand scheduled changes to the Death Tax and your planning options.2294deathtax,estateplanning,estatetax,ilit,irrevocablelifeinsurancetrust,taxplanningcleanfullhttps://www.spreaker.com/episode/does-your-risk-of-dying-increase-during-a-recession-episode-263--51468224https://api.spreaker.com/episode/51468224Tue, 04 Oct 2022 18:00:01 +0000Tom DoyleIf you thought that your risk of dying was greater during times of economic uncertainty, would you make sure that you get your estate plan prepared now rather than waiting for better economic times?1076estateplanning,recessioncleanfullhttps://www.spreaker.com/episode/have-you-set-up-legacy-contacts-for-your-online-accounts-episode-262--51397976https://api.spreaker.com/episode/51397976Tue, 27 Sep 2022 18:00:01 +0000Tom DoyleMake sure that your family can assess your important online information after you die. Many of the tech companies now make it easy for you to name someone who can access your account after your death.1438digitalasset,estateplanning,legacycontact,michigan,personalrepresentative,trusteecleanfullhttps://www.spreaker.com/episode/why-you-might-need-a-lady-bird-deed-episode-261--51318922https://api.spreaker.com/episode/51318922Tue, 20 Sep 2022 18:00:02 +0000Tom DoyleIf you are wondering if you should have a lady bird deed, this episode is for you.1694estateplanning,ladybirddeed,medicaidplanning,michigan,trustfundingcleanfullhttps://www.spreaker.com/episode/should-you-use-a-dst-as-your-1031-like-kind-exchange-episode-260--51219924https://api.spreaker.com/episode/51219924Tue, 13 Sep 2022 18:00:02 +0000Tom DoyleAre you considering a 1031 like-kind exchange to avoid capital gains tax on the sale of real estate, but don’t want to actively manage real estate? Are you simply interested in an income stream? You might consider a Delaware Statutory Trust (DST).16031031exchange,estateplanning,farmland,michigan,realestatesale,successionplanningcleanfullhttps://www.spreaker.com/episode/why-you-should-file-a-property-transfer-affidavit-with-your-deed-episode-259--51163405https://api.spreaker.com/episode/51163405Tue, 06 Sep 2022 18:00:02 +0000Tom DoyleDon’t accidentally uncap your property taxes when you transfer Michigan real estate. You need to know how to use a Property Transfer Affidavit to avoid uncapping when the transfer is exempt from uncapping.1553michigan,propertytaxuncapping,propertytransferaffidavit,realestatecleanfullhttps://www.spreaker.com/episode/older-americans-may-be-better-off-staying-unmarried-episode-258--51005981https://api.spreaker.com/episode/51005981Tue, 23 Aug 2022 18:00:02 +0000Tom DoyleIf you are an older American thinking about getting married, you might be surprised to learn that you might end up paying higher income taxes as a married couple, and be exposing your states to higher Medicaid spend down requirements.1636marriage,michigan,remarried,unmarriedcleanfullhttps://www.spreaker.com/episode/an-audio-tour-of-our-virtual-office-episode-257--50932201https://api.spreaker.com/episode/50932201Tue, 16 Aug 2022 18:01:28 +0000Tom DoyleIn today's program Tom takes you on a brief tour of the Doyle Law PC Virtual Office, and discusses how our virtual services can work for you.1217cleanfullhttps://www.spreaker.com/episode/don-t-send-your-child-off-to-college-without-these-two-essential-documents-episode-256--50865369https://api.spreaker.com/episode/50865369Tue, 09 Aug 2022 18:01:00 +0000Tom DoyleDid you know that if that child that you sent away to college gets ill with COVID19, or has a serious accident, you do not have any legal authority to know about, or make decisions about, their medical care just because you are their parent? Tom...839cleanfullhttps://www.spreaker.com/episode/my-daughter-s-name-has-changed-do-i-have-to-change-my-trust-episode-255--48995819https://api.spreaker.com/episode/48995819Tue, 08 Mar 2022 19:00:02 +0000Tom DoyleIn today’s episode Tom answers one of the most frequently asked questions by clients whose daughter’s name has changed due to a change in her marital status.736daughter,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/michigan-permits-unique-asset-protection-for-married-couple-s-michigan-real-estate-episode-254--48911317https://api.spreaker.com/episode/48911317Tue, 01 Mar 2022 19:00:03 +0000Tom DoyleIf you are married and own real estate in Michigan, you need to understand how that real estate is protected from creditors, and how you can lose that protection without appropriate action when you create your estate plan.1124assetprotection,ladybirddeed,michigan,realestatecleanfullhttps://www.spreaker.com/episode/can-someone-sell-your-home-without-you-knowing-it-episode-253--48742077https://api.spreaker.com/episode/48742077Tue, 15 Feb 2022 19:00:03 +0000Tom DoyleHouse stealing is a growing problem for too many homeowners. Learn how someone can steal the title to your home, or the equity in your home, and what you can do about it.1464homeequitytheft,housestealing,michigan,titlefraudcleanfullhttps://www.spreaker.com/episode/doesn-t-my-will-or-trust-override-a-beneficiary-designation-episode-252--48642977https://api.spreaker.com/episode/48642977Tue, 08 Feb 2022 19:00:02 +0000Tom DoyleIf there is a conflict between your Will or Trust, and a beneficiary designation, you need to understand which will control.1226beneficairy,estateplanning,michigan,pod,probate,tod,trust,willcleanfullhttps://www.spreaker.com/episode/what-you-should-know-about-pre-hospice-care-episode-251--48541208https://api.spreaker.com/episode/48541208Tue, 01 Feb 2022 19:00:03 +0000Tom DoyleUnlike hospice care, patients in an at-home palliative care program don't need to have a prognosis of six months or less to live, and they can continue getting treatment that is aimed at curing their illnesses, not just treating symptoms.1121athomepalliativecare,hospice,michigan,palliativecare,pre-hospicecarecleanfullhttps://www.spreaker.com/episode/what-the-heck-is-an-utma-and-should-you-use-one-as-part-of-your-estate-plan-episode-250--48439085https://api.spreaker.com/episode/48439085Tue, 25 Jan 2022 19:00:03 +0000Tom DoyleIf you are going to leave an inheritance to a minor, then you should consider whether an UTMA is the estate planning tool for you.1063estateplanning,michigan,minorsinheritance,utmacleanfullhttps://www.spreaker.com/episode/12-estate-planning-questions-that-might-make-you-squirm-episode-249--48349549https://api.spreaker.com/episode/48349549Tue, 18 Jan 2022 19:00:02 +0000Tom DoyleSometimes, questions that have to be asked, and need to be answered, to prepare your estate plan are uncomfortable. Know, however, that they are not being asked by the attorney simply to be nosy, but are being asked to make sure that an appropriate...1160children,descendants,estateplan,estateplanning,gifts,michigan,petscleanfullhttps://www.spreaker.com/episode/2022-tax-review-episode-248--48254228https://api.spreaker.com/episode/48254228Tue, 11 Jan 2022 19:00:03 +0000Tom DoyleDo you know what changes there have been to taxes in 2022 and how they can impact your estate plan?1525estatetax,gifttax,incometax,michigan,taxescleanfullhttps://www.spreaker.com/episode/is-your-modular-or-manufactured-home-affixed-to-your-land-episode-247--48166534https://api.spreaker.com/episode/48166534Tue, 04 Jan 2022 19:00:02 +0000Tom DoyleSince a modular or manufactured home in Michigan has a separate title, it might not automatically transfer when the land is transferred by deed780affidavitofaffixture,manufacturedhome,michigan,mobilehome,modularhomecleanfullhttps://www.spreaker.com/episode/planning-to-receive-an-inheritance-episode-246--47822281https://api.spreaker.com/episode/47822281Tue, 07 Dec 2021 19:00:02 +0000Tom DoylePlanning for receiving an inheritance can be an important part of your estate plan1395beneficiary,estateplanning,inheritance,michigancleanfullhttps://www.spreaker.com/episode/say-merry-christmas-to-your-children-or-grandchildren-with-a-529-college-education-plan-episode-245--47502055https://api.spreaker.com/episode/47502055Tue, 16 Nov 2021 19:20:12 +0000Tom DoyleA 529 Plan ... a great way to pay for college, or K-12 private school tuition, for children or grandchildren.849529plan,college,education,k-12,tuitioncleanfullhttps://www.spreaker.com/episode/your-estate-plan-is-incomplete-without-a-funeral-representative-episode-244--47275714https://api.spreaker.com/episode/47275714Tue, 02 Nov 2021 18:00:18 +0000Tom DoyleFind out why your estate plan is not complete until you have appointed a Funeral Representative….even if you have pre-planned your funeral.575estateplan,estateplanning,funeral,funeralplanning,funeralrepresentative,michigancleanfullhttps://www.spreaker.com/episode/do-you-know-the-limits-on-your-power-of-attorney-episode-243--46834042https://api.spreaker.com/episode/46834042Tue, 05 Oct 2021 18:00:15 +0000Tom DoyleIf you have been appointed as financial and/or medical power of attorney, be sure you understand the limits on your authority.1263hcpoa,michigan,poa,powerofattorneycleanfullhttps://www.spreaker.com/episode/is-my-michigan-estate-plan-still-good-if-i-move-episode-241--46606732https://api.spreaker.com/episode/46606732Tue, 21 Sep 2021 18:00:16 +0000Tom DoyleFind out if you will need new estate planning documents when moving to another State, or vacationing in another state.867estateplanning,michigan,moving,relocating,vacationingcleanfullhttps://www.spreaker.com/episode/an-assisted-living-home-you-will-want-to-live-in-episode-241--46505526https://api.spreaker.com/episode/46505526Tue, 14 Sep 2021 18:00:08 +0000Tom DoyleAre you or a loved one moving to an assisted living facility? Explore the options available where the focus is on you and your quality of life.1103assistedliving,michigan,seniorhome,thegreenhouseproject,thevillagemovementcleanfullhttps://www.spreaker.com/episode/when-you-should-consider-an-ilit-as-part-of-your-estate-plan-episode-240--46399184https://api.spreaker.com/episode/46399184Tue, 07 Sep 2021 18:00:09 +0000Tom DoyleWith the Federal Estate Tax Exemption scheduled to drop in 2026, an Irrevocable Life Insurance Trust might be part of your estate plan.757creditors,estateplanning,estatetax,federalestatetax,ilit,lifeinsurance,lifeinsurancetrust,michigancleanfullhttps://www.spreaker.com/episode/your-privacy-and-probate-episode-239--46315404https://api.spreaker.com/episode/46315404Tue, 31 Aug 2021 18:00:03 +0000Tom DoyleUnlike peanut butter and jelly, your privacy and probate do not go well together.787michigan,privacy,probatecleanfullhttps://www.spreaker.com/episode/does-your-will-avoid-probate-episode-238--46220570https://api.spreaker.com/episode/46220570Tue, 24 Aug 2021 18:00:03 +0000Tom DoyleIf you had a Will prepared for you to avoid probate, this podcast is for you.517avoidingprobate,michigan,probate,willcleanfullhttps://www.spreaker.com/episode/protect-your-child-s-inheritance-from-their-divorce-episode-237--46129654https://api.spreaker.com/episode/46129654Tue, 17 Aug 2021 18:00:11 +0000Tom DoyleHow to protect your child's inheritance from going to their spouse in the event of a divorce.1055divorce,estateplanning,inheritance,michigancleanfullhttps://www.spreaker.com/episode/two-essential-documents-that-your-college-student-should-have-episode-236--46030163https://api.spreaker.com/episode/46030163Tue, 10 Aug 2021 18:00:04 +0000Tom DoyleDid you know that if that child that you sent away to college gets ill with COVID19, you do not have any legal authority to know about, or make decisions about, their medical care just because you are their parent? Tom discusses the important legal...549college,collegestudent,michigancleanfullhttps://www.spreaker.com/episode/be-sure-to-get-it-in-writing-episode-235--45669604https://api.spreaker.com/episode/45669604Tue, 13 Jul 2021 18:00:07 +0000Tom DoyleIn this archived episode Tom explains why you need confirmation of your beneficiary designations.679beneficairy,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/did-you-know-that-casket-burial-and-cremation-are-not-your-only-options-episode-234--45595179https://api.spreaker.com/episode/45595179Tue, 06 Jul 2021 18:00:16 +0000Tom DoyleIf you are looking for an alternative to traditional casket burial or cremation, consider natural burial, green cremation or composting burial.850burial,casketburial,compostingburial,cremation,greencremation,michigan,naturalburialcleanfullhttps://www.spreaker.com/episode/can-my-financial-advisor-help-me-prepare-my-estate-plan-episode-233--45397464https://api.spreaker.com/episode/45397464Tue, 22 Jun 2021 18:00:02 +0000Tom DoyleYour financial advisor is an important member of your estate planning team. There are, however, limitations that a financial advisor might have in helping you.868estateplanning,financialadvisor,michigancleanfullhttps://www.spreaker.com/episode/what-seniors-should-know-before-getting-remarried-episode-232--45216307https://api.spreaker.com/episode/45216307Tue, 08 Jun 2021 18:00:20 +0000Tom DoyleIn this clip from an archived episode, Tom discusses 3 important issues that every senior should consider before getting remarried.1084marriage,michigan,remarriage,seniorscleanfullhttps://www.spreaker.com/episode/six-reasons-to-have-a-trust-and-not-a-will-episode-231--45010779https://api.spreaker.com/episode/45010779Tue, 25 May 2021 18:00:16 +0000Tom DoyleNot sure if you need a Trust or a Will? Here are six reasons for choosing the Trust536estateplanning,livingtrust,michigan,willcleanfullhttps://www.spreaker.com/episode/do-your-spouse-or-children-have-to-pay-your-debts-after-you-die-episode-230--44894876https://api.spreaker.com/episode/44894876Tue, 18 May 2021 19:00:08 +0000Tom DoyleSince you can't take them with you, when will your spouse or children have to pay your debts after you die?1237children,debts,estateplanning,michigan,spousecleanfullhttps://www.spreaker.com/episode/when-does-your-power-of-attorney-begin-and-end-episode-229--44754534https://api.spreaker.com/episode/44754534Tue, 11 May 2021 18:00:18 +0000Tom DoyleYou and your Agent in your Power of Attorney need to know when their authority begins and ends.475hcpoa,healthcarepowerofattorney,michigan,poa,powerofattorneycleanfullhttps://www.spreaker.com/episode/avoiding-probate-by-using-a-tod-to-transfer-your-michigan-business-episode-228--44626129https://api.spreaker.com/episode/44626129Tue, 04 May 2021 18:00:11 +0000Tom DoyleDo you have a business that you want to transfer at the time death without having to open a probate estate? Tom discusses how you might be able to use a TOD designation to transfer that business, and why that might be better than transferring it now.1162business,businessplanning,estateplanning,michigan,todcleanfullhttps://www.spreaker.com/episode/suggestions-for-how-to-include-grandchildren-in-your-estate-plan-episode-227--44512797https://api.spreaker.com/episode/44512797Tue, 27 Apr 2021 18:00:03 +0000Tom DoyleAre you thinking about including grandchildren in your estate plan? In this archived episode, Tom discuses options to consider.1452estateplanning,grandchildren,grandparents,michigan,nephews,niecescleanfullhttps://www.spreaker.com/episode/saying-goodbye-to-your-love-ones-episode-226--44408259https://api.spreaker.com/episode/44408259Tue, 20 Apr 2021 18:00:18 +0000Tom DoyleIt has been 8 years since we buried my Mom, and 1 year since we buried my Dad. In this archived episode I talk about ways to say goodbye to a loved one who is dying; and writing a goodbye letter that will be given to loved ones after your death.1715dad,dying,goodbye,michigan,momcleanfullhttps://www.spreaker.com/episode/how-to-access-a-safe-deposit-box-after-death-episode-225--44223099https://api.spreaker.com/episode/44223099Tue, 06 Apr 2021 18:00:17 +0000Tom DoyleEnjoy this archived episode discussing how to access a safe deposit box after the renter’s death.1546estatesettlement,michigan,safedepositboxcleanfullhttps://www.spreaker.com/episode/the-12-types-of-cds-episode-224--44117896https://api.spreaker.com/episode/44117896Tue, 30 Mar 2021 16:56:00 +0000Tom DoyleEnjoy this archived episode where I discuss the 12 types of CD's to consider as part of your investment portfolio1499cds,certificateofdeposit,investing,michigancleanfullhttps://www.spreaker.com/episode/five-things-every-new-parent-needs-to-know-about-wills-episode-223--43797485https://api.spreaker.com/episode/43797485Tue, 09 Mar 2021 19:00:15 +0000Tom DoyleAs a new parent, you naturally want to ensure the success of your child's future in every way. Making a will might be the last thing on your mind, but could be essential to ensuring your child's future. Here are five key points every new parent...1086children,estateplanning,guardian,michigan,trust,willcleanfullhttps://www.spreaker.com/episode/why-spring-cleaning-should-include-your-estate-plan-episode-222--43705035https://api.spreaker.com/episode/43705035Tue, 02 Mar 2021 19:00:07 +0000Tom DoyleWhen you get the spring cleaning bug, listen to this archived episode. I explain why spring cleaning should include your Estate Plan.1357estateplanning,michigan,momscrocus,springcleaningcleanfullhttps://www.spreaker.com/episode/5th-anniversary-podcast-what-is-an-estate-plan-episode-221--43602147https://api.spreaker.com/episode/43602147Tue, 23 Feb 2021 16:24:06 +0000Tom DoyleTo celebrate the 5th anniversary of our first podcast on February 23, 2016, here is the first episode answering the question - What is an Estate Plan? Tom discusses what an Estate Plan is, and is not, and the various decisions needed to develop an...1642estateplanning,michigancleanfullhttps://www.spreaker.com/episode/how-to-reject-an-inheritance-episode-220--43491604https://api.spreaker.com/episode/43491604Tue, 16 Feb 2021 13:35:45 +0000Tom DoyleLearn how to reject an inheritance by using a Disclaimer…what they are…how they work…what they are used for1472disclaim,disclaimer,estateplanning,inheritance,michigancleanfullhttps://www.spreaker.com/episode/6-reasons-to-reject-an-inheritance-episode-219--43366061https://api.spreaker.com/episode/43366061Tue, 09 Feb 2021 19:00:10 +0000Tom DoyleDid you know that you might be better off rejecting an inheritance? Tom discusses 6 times when it can make sense to say "No" to an inheritance.1582disclaimer,estateplaning,inheritance,michigancleanfullhttps://www.spreaker.com/episode/should-you-have-joint-trustees-episode-218--43247897https://api.spreaker.com/episode/43247897Tue, 02 Feb 2021 19:00:13 +0000Tom DoyleAre you considering appointing multiple children to be in charge of settling your estate? If so, then today’s episode is for you. Tom discusses the pros and cons of having multiple children serve as your trustees or agents under powers of attorney....1165agents,cotrustees,co-trustees,estateplanning,jointtrustees,joint-trustees,michigan,trusteescleanfullhttps://www.spreaker.com/episode/should-a-married-couple-have-one-trust-or-two-episode-217--43127353https://api.spreaker.com/episode/43127353Tue, 26 Jan 2021 19:00:17 +0000Tom DoyleIn today’s episode, Tom discusses why and when spouses might decide to have separate trusts, rather than one joint trust.1373estateplanning,jointtrust,livingtrust,michigan,seperatetrustscleanfullhttps://www.spreaker.com/episode/what-is-a-michigan-lady-bird-deed-episode-216--43009586https://api.spreaker.com/episode/43009586Tue, 19 Jan 2021 19:00:16 +0000Tom DoyleTom explains what a Michigan lady bird deed is, and when they are used.1694deed,estateplanning,ladybirddeed,michigancleanfullhttps://www.spreaker.com/episode/watch-for-these-two-potential-estate-tax-changes-under-the-new-administration-episode-215--42900229https://api.spreaker.com/episode/42900229Tue, 12 Jan 2021 19:00:14 +0000Tom DoyleThe new Biden administration will likely pursue 2 significant changes to Federal Estate Taxes that might affect most estates1086capitalgainstax,deathtax,estateplanning,estatetax,federalestatetax,michigan,taxplanningcleanfullhttps://www.spreaker.com/episode/what-happens-if-you-don-t-get-a-deed-when-you-pay-off-your-land-contract-episode-214--42799823https://api.spreaker.com/episode/42799823Tue, 05 Jan 2021 19:00:18 +0000Tom DoyleFailing to get a deed from the seller when you pay off your land contract results in headaches and possible legal expenses1294landcontract,michgancleanfullhttps://www.spreaker.com/episode/should-i-make-a-gift-to-my-church-s-endowment-fund-episode-213--42501987https://api.spreaker.com/episode/42501987Tue, 15 Dec 2020 19:00:17 +0000Tom DoyleQuestions to ask if you are considering making a contribution to an endowment fund for your church or children's school.995churchendowment,communityfoundation,endowment,michigan,shoolendowmentcleanfullhttps://www.spreaker.com/episode/what-your-estate-plan-must-include-episode-212--42380017https://api.spreaker.com/episode/42380017Tue, 08 Dec 2020 15:57:15 +0000Tom DoyleIn this archived episode, Tom, calling upon his 40 years of experience in working with clients, explains what every estate plan must include1420estateplan,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/do-you-have-to-avoid-probate-episode-211--42262404https://api.spreaker.com/episode/42262404Tue, 01 Dec 2020 19:00:16 +0000Tom DoyleIn today's episode, Tom answers this eternal question.....1469avoidprobate,michigan,probatecleanfullhttps://www.spreaker.com/episode/3-reasons-to-never-make-accounts-jointly-owned-with-a-child-episode-210--42143087https://api.spreaker.com/episode/42143087Tue, 24 Nov 2020 19:00:16 +0000Tom DoyleWhy making a child a joint owner on your bank account can be a bad idea2026child,children,estateplanning,financialplanning,investing,jointaccount,michigancleanfullhttps://www.spreaker.com/episode/can-the-state-of-michigan-take-your-home-if-you-receive-medicaid-episode-209--42022114https://api.spreaker.com/episode/42022114Tue, 17 Nov 2020 19:00:09 +0000Tom DoyleLearn how to stop the State of Michigan from taking your home after your death if you have received Medicaid1386estateplanning,home,medicaid,medicaidrecovery,michigan,protectingmyhomecleanfullhttps://www.spreaker.com/episode/how-april-2003-october-2012-january-2019-might-affect-your-estate-plan-episode-208--41902819https://api.spreaker.com/episode/41902819Tue, 10 Nov 2020 19:00:04 +0000Tom DoyleLearn why if any of your Estate Plan documents were prepared before these dates, you need them updated.1327dpoa,estateplanning,hcpoa,hipaa,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/estate-planning-from-home-episode-207--41663923https://api.spreaker.com/episode/41663923Tue, 27 Oct 2020 18:00:16 +0000Tom DoyleThrough our unique Estate Planning From Home service, you do not have to risk exposing yourself to COVID-19 in order to have your estate plan prepared and/or updated by a Michigan attorney.893estateplanning,estateplanningfromhome,estateplanningonline,michigancleanfullhttps://www.spreaker.com/episode/ways-to-help-your-spouse-after-your-death-episode-206--41555279https://api.spreaker.com/episode/41555279Tue, 20 Oct 2020 17:58:45 +0000Tom DoyleIn this archived episode, Tom discusses 7 things that you can do to help your Spouse after your death1060death,michigaan,spousecleanfullhttps://www.spreaker.com/episode/is-your-certificate-of-trust-still-valid-episode-205--41438115https://api.spreaker.com/episode/41438115Tue, 13 Oct 2020 18:00:07 +0000Tom DoyleDue to changes in Michigan Law, you might find that your bank, credit union or financial services company will no longer accept the Certificate of Trust that was prepared as part of your estate plan. In today’s archived episode, Tom discusses what...1412bank,certificateoftrust,creditunion,estateplan,financial,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/don-t-send-your-child-off-to-college-without-two-essential-documents-episode-204--40914669https://api.spreaker.com/episode/40914669Tue, 15 Sep 2020 18:00:16 +0000Tom DoyleDid you know that if that child that you sent away to college gets ill with COVID19, you do not have any legal authority to know about, or make decisions about, their medical care just because you are their parent? Tom discusses the important legal...1145college,coronavirus,covid19,michigan,studentcleanfullhttps://www.spreaker.com/episode/find-out-if-michigan-is-holding-unclaimed-property-that-belongs-to-you-episode-202--40634423https://api.spreaker.com/episode/40634423Tue, 01 Sep 2020 18:00:21 +0000Tom DoyleThe Michigan Department of Treasury has millions of dollars in lost or forgotten assets from dormant bank accounts, uncashed checks, valuables left in safe deposit boxes, stock certificates etc. Listen to today's archived episodes to find out if any...1331estatesettlement,foundmoney,lostproperty,michigan,unclaimedpropertycleanfullhttps://www.spreaker.com/episode/is-your-box-empty-episode-202--40268810https://api.spreaker.com/episode/40268810Tue, 11 Aug 2020 18:00:21 +0000Tom DoyleDid you know that creating a Living Trust does not avoid probate? Learn why, and how to fund your Trust to avoid probate.2240avoidprobate,livingtrust,michigan,trustfundingcleanfullhttps://www.spreaker.com/episode/why-you-need-a-health-care-power-of-attorney-episode-201--40018433https://api.spreaker.com/episode/40018433Tue, 28 Jul 2020 18:00:05 +0000Tom DoyleLearn what a Health Care Power of Attorney is…..why you need one…..and what can happen if you do not have one.1399advanceddirective,endoflife,guardian,guardianship,healthcare,healthcarepoa,healthcarepowerofattorney,incapacity,michigan,patientadvocatecleanfullhttps://www.spreaker.com/episode/did-you-know-there-are-12-types-of-cds-episode-200--39883990https://api.spreaker.com/episode/39883990Tue, 21 Jul 2020 18:00:04 +0000Tom DoyleIf you have CD’s in your investment portfolio, you might find a better return from a different type of CD.1499cd,certificateofdeposit,estateplanning,investing,michigancleanfullhttps://www.spreaker.com/episode/is-your-estate-plan-missing-something-archived-episode-150--39762032https://api.spreaker.com/episode/39762032Tue, 14 Jul 2020 18:00:06 +0000Tom DoyleIn this archived episode Tom explains what every estate plan must include.1420estateplan,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/do-you-know-what-s-in-your-estate-plan-binder-episode-199--37110489https://api.spreaker.com/episode/37110489Tue, 07 Jul 2020 18:00:10 +0000Tom DoyleBe sure you know what is in that 3 ring binder that contains your estate plan documents, and it is up to date.1632estateplanbinder,estateplanning,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/when-do-i-need-a-living-trust-episode-198--34916871https://api.spreaker.com/episode/34916871Tue, 30 Jun 2020 18:00:17 +0000Tom DoyleContrary to what you might hear at a free, no obligation dinner discussing investments, not everyone needs a Living Trust. Listen while Tom discusses when you should consider a Living Trust as part of your estate plan.1665livingtrust,michigan,probatecleanfullhttps://www.spreaker.com/episode/it-s-a-bad-idea-to-add-minor-children-or-any-children-to-the-title-of-your-home-episode-197--31121417https://api.spreaker.com/episode/31121417Tue, 16 Jun 2020 18:00:12 +0000Tom DoyleIf you are thinking about adding a child to the title of your home, listen to this archived episode first.1400children,home,jointownership,michigancleanfullhttps://www.spreaker.com/episode/questions-to-ask-yourself-before-investing-in-anything-episode-196--30018354https://api.spreaker.com/episode/30018354Tue, 09 Jun 2020 18:00:19 +0000Tom DoyleAre you considering making a new investment? Before you do, ask yourself these questions to help you determine if the investment is right for you.1520estateplan,financialplan,investing,investments,michigan,seniorcleanfullhttps://www.spreaker.com/episode/can-i-have-a-tod-on-my-michigan-business-episode-195--28362183https://api.spreaker.com/episode/28362183Tue, 26 May 2020 18:00:12 +0000Tom DoyleDo you have a business that you want to transfer at the time of your death without having to open a probate estate? In today’s episode Tom discusses how you might be able to use a TOD designation to transfer that business, and why that might be better...1644avoidprobate,business,estateplanning,llc,michigan,todcleanfullhttps://www.spreaker.com/episode/modern-estate-planning-theory-episode-194--27776285https://api.spreaker.com/episode/27776285Tue, 19 May 2020 18:00:17 +0000Tom DoyleWhen Tom began practicing law 40 years ago, estate planning was simply having a Will that said where what you owned was to go at the time of your death. Today, there are far more options available that might better fit your estate planning goals,...1302estateplanning,incapacityplanning,michigan,modernestateplanningcleanfullhttps://www.spreaker.com/episode/the-danger-of-preparing-estate-planning-documents-for-your-parents-episode-193--27163376https://api.spreaker.com/episode/27163376Tue, 12 May 2020 18:00:08 +0000Tom DoyleYou are likely committing a crime in Michigan in preparing estate planning documents for your parents1071estateplanning,michigan,parentscleanfullhttps://www.spreaker.com/episode/should-you-prepare-your-own-estate-planning-documents-episode-192--26772680https://api.spreaker.com/episode/26772680Tue, 05 May 2020 18:00:11 +0000Tom DoyleBefore preparing your own estate planning documents online, consider the legal issues that can arise after your death by improperly drafted documents.1724estateplanning,michigan,onlinetrust,onlinewillcleanfullhttps://www.spreaker.com/episode/4-common-myths-about-having-a-will-episode-191--26283357https://api.spreaker.com/episode/26283357Tue, 28 Apr 2020 18:00:10 +0000Tom DoyleIf you are thinking about having a Will prepared for you, be sure you understand what a Will does not do.1620estateplan,livingtrust,michigan,myths,probate,willcleanfullhttps://www.spreaker.com/episode/saying-goodbye-to-your-love-ones-episode-190--25854977https://api.spreaker.com/episode/25854977Tue, 21 Apr 2020 17:53:39 +0000Tom DoyleWhile I am in Saginaw for my Dad's funeral, I decided to replay this archived episode where I talk about ways to say goodbye to a loved one who is dying; and writing a goodbye letter that will be given to loved ones after your death1715dying,goodbye,michigancleanfullhttps://www.spreaker.com/episode/how-to-access-a-safe-deposit-box-after-the-renter-s-death-episode-189--25492285https://api.spreaker.com/episode/25492285Tue, 14 Apr 2020 18:00:02 +0000Tom DoyleIn today’s episode Tom discusses how to access a safe-deposit box after the renter’s death.1546michigan,probate,safe-deposit,safedepositboxcleanfullhttps://www.spreaker.com/episode/should-you-sell-your-life-insurance-policy-episode-188--24929436https://api.spreaker.com/episode/24929436Tue, 07 Apr 2020 18:00:01 +0000Tom DoyleAre you thinking about selling your life insurance policy? Tom reviews important things to consider before selling the policy, including other possible options.1521estateplanning,lifeinsuance,lifesettlement,michigancleanfullhttps://www.spreaker.com/episode/why-you-need-an-advanced-directive-episode-187--24677907https://api.spreaker.com/episode/24677907Tue, 31 Mar 2020 18:00:11 +0000Tom DoyleLearn what a Health Care Power of Attorney or Advanced Directive is…..why you need one…..and what can happen if you do not have one.1106advanceddirective,covid19,estateplanning,healcarepoa,healthcarepowerofattorney,incapacity,michigan,pandemic,patientadvocatecleanfullhttps://www.spreaker.com/episode/estate-planning-from-home-episode-186--24254320https://api.spreaker.com/episode/24254320Tue, 24 Mar 2020 18:00:18 +0000Tom DoyleAre you unable to leave your home during the Coronavirus (COVID 19) pandemic, but know you should get your estate plan in place or updated…just in case? Tom introduces you to Doyle Law PC's Planning from Home service where you can have your estate...831coronavirus,covid19,estateplanning,estateplanningfromhome,michigan,pandemiccleanfullhttps://www.spreaker.com/episode/st-patrick-s-day-and-irish-heritage-episode-185--23982334https://api.spreaker.com/episode/23982334Tue, 17 Mar 2020 18:00:10 +0000Tom DoyleTom discusses his Irish family heritage, and some things that you might not have known about Ireland1008estateplanning,irish,michigan,stpatrick'sdaycleanfullhttps://www.spreaker.com/episode/spring-cleaning-your-estate-plan-episode-184--23716272https://api.spreaker.com/episode/23716272Tue, 10 Mar 2020 18:00:10 +0000Tom DoyleSpring is approaching, and while I am flying back to Michigan today, I thought you would enjoy listening to this archived episode in which I discuss why you should make reviewing and updating your Estate Plan part of your annual Spring Cleaning.1357appleblossom,estateplanning,michigan,springcleaning,springtimecleanfullhttps://www.spreaker.com/episode/are-you-ready-for-coronavirus-disease-2019-episode-183--23434704https://api.spreaker.com/episode/23434704Tue, 03 Mar 2020 19:00:09 +0000Tom DoyleIt is not time to panic, but it is time to be prepared, and Tom suggests some things to consider as part of your preparation.1411cdc,coronavirus,estateplanning,financialplaning,michigancleanfullhttps://www.spreaker.com/episode/since-my-home-is-for-sale-do-i-have-to-put-it-in-my-trust--23178436https://api.spreaker.com/episode/23178436Tue, 25 Feb 2020 19:00:15 +0000Tom Doylen 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.925forsale,home,house,livingtrust,michigan,trustcleanfullhttps://www.spreaker.com/episode/do-you-need-a-real-estate-title-fraud-prevention-service-episode-181--22920197https://api.spreaker.com/episode/22920197Tue, 18 Feb 2020 19:00:09 +0000Tom DoyleHow someone can steal the title to your home, or equity in your home, and how you can protect yourself.1391homeequtiytheft,housestealing,michighan,realestate,titlefraudcleanfullhttps://www.spreaker.com/episode/don-t-die-because-of-confusion-about-your-end-of-life-wishes-episode-180--22661574https://api.spreaker.com/episode/22661574Tue, 11 Feb 2020 19:00:08 +0000Tom DoyleIn 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.1029livingwill,longtermcare,michigan,patientadvocatecleanfullhttps://www.spreaker.com/episode/utma-a-trust-alternative-for-minors-episode-179--22415112https://api.spreaker.com/episode/22415112Tue, 04 Feb 2020 19:01:12 +0000Tom DoyleIn 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 211208cleanfullhttps://www.spreaker.com/episode/2020-retirement-law-changes-that-can-impact-your-estate-and-retirement-planning--22165652https://api.spreaker.com/episode/22165652Tue, 28 Jan 2020 19:00:11 +0000Tom DoyleBe 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.1338estateplanning,financialplanning,ira,michigan,secureactcleanfullhttps://www.spreaker.com/episode/holiday-greatings--20824529https://api.spreaker.com/episode/20824529Tue, 17 Dec 2019 15:00:07 +0000Tom Doyle202christmas,michighan,newyearcleanfullhttps://www.spreaker.com/episode/your-power-of-attorney-is-not-unlimited-episode-177--20627336https://api.spreaker.com/episode/20627336Tue, 10 Dec 2019 15:01:54 +0000Tom DoyleTom reviews the various limitations that apply to financial and/or medical powers of attorney1853michigan,poa,powerofattorneycleanfullhttps://www.spreaker.com/episode/the-perfect-christmas-gift-for-children-or-grandchildren-a-529-college-education-plan-episode-176--20453378https://api.spreaker.com/episode/20453378Tue, 03 Dec 2019 15:00:11 +0000Tom DoyleA 529 Plan can be a great way to pay for the costs of college, or K-12 private school tuition, for children or grandchildren.1273529,college,education,k-12,michigancleanfullhttps://www.spreaker.com/episode/without-a-funeral-representative-your-estate-plan-is-incomplete-episode-175--19859788https://api.spreaker.com/episode/19859788Tue, 05 Nov 2019 15:00:17 +0000Tom DoyleTom explains why your estate plan is not complete until you have appointed a Funeral Representative….even if you have pre-planned your funeral.1000estateplanning,funeral,funeralplanning,funeralrepresentative,michigancleanfullhttps://www.spreaker.com/episode/certificates-of-deposit-as-investments-and-what-is-a-cd-ladder--19749968https://api.spreaker.com/episode/19749968Tue, 29 Oct 2019 14:00:05 +0000Tom DoyleIn this archived episode, Tom talks about Certificate of Deposit as investments, and how to make your CD yields higher with a CD ladder.1768cd,certificateofdeposit,investments,michigancleanfullhttps://www.spreaker.com/episode/what-is-an-inheritance-tax-episode-173--19506930https://api.spreaker.com/episode/19506930Tue, 15 Oct 2019 14:00:06 +0000Tom DoyleKnow the difference between an inheritance tax and an estate tax…will you owe either one?942estate,estatetax,inheritance,inheritancetax,michigancleanfullhttps://www.spreaker.com/episode/six-mistakes-to-avoid-when-you-settle-an-estate-episode-172--19394362https://api.spreaker.com/episode/19394362Tue, 08 Oct 2019 14:00:02 +0000Tom DoyleIn this archived episode, Tom discusses the six most common mistakes that people make when a settling an estate, and provides tips on how to avoid them.790estateadministration,estatesettlement,michigan,personalrepresentative,probate,trusteecleanfullhttps://www.spreaker.com/episode/when-does-my-power-of-attorney-end-episode-171--19300799https://api.spreaker.com/episode/19300799Tue, 01 Oct 2019 14:00:15 +0000Tom DoyleIn today's episode, Tom describes when your Power of Attorney for Finances and your Power of Attorney For Health Care end, and your named Agent no longer has authority to act on your behalf.920healthcarepoa,healthcarepowerofattorney,michigan,patietadvocate,poa,powerofattorneycleanfullhttps://www.spreaker.com/episode/7-ways-to-help-your-spouse-after-your-death-episode-170--19200739#Michigan #Spouse #Widow #Widower #Finances #funeralplanning #EstatePlanning]]>https://api.spreaker.com/episode/19200739Tue, 24 Sep 2019 14:00:22 +0000Tom DoyleMy law school professor suggested that every husband should prepare his wife to be a widow…..same holds true today for a wife preparing her husband to be a widower. #Michigan #Spouse #Widow #Widower #Finances #funeralplanning #EstatePlanning#Michigan #Spouse #Widow #Widower #Finances #funeralplanning #EstatePlanning]]>1060cleanfullhttps://www.spreaker.com/episode/does-a-will-avoid-probate-episode-169--19123330https://api.spreaker.com/episode/19123330Tue, 17 Sep 2019 14:00:03 +0000Tom DoyleTom answers this most frequently asked question...962avoidingprobate,michigan,probate,willcleanfullhttps://www.spreaker.com/episode/just-say-no-how-to-reject-an-inheritance-episode-168--19057858https://api.spreaker.com/episode/19057858Tue, 10 Sep 2019 14:05:16 +0000Tom DoyleTom discusses how to reject an inheritance by using Disclaimers…What they are…how they work…what they are used for. (Episode #168)1472disclaimer,estateplanning,inheritance,michigancleanfullhttps://www.spreaker.com/episode/why-you-should-regularly-visit-the-cemetery-before-you-die-episode-167--18988568https://api.spreaker.com/episode/18988568Tue, 03 Sep 2019 14:00:21 +0000Tom DoyleTom discusses a client's recent experience with the cemetery where her spouse was going to be buried, showing why it can be important to regularly visit the cemetery before you or your loved one dies959cemetery,estateplanning,funeralplanning,funeralpreplanning,michigancleanfullhttps://www.spreaker.com/episode/what-happens-when-the-beneficiary-on-an-account-dies-before-you-episode-166--18929448https://api.spreaker.com/episode/18929448Tue, 27 Aug 2019 14:00:05 +0000Tom DoyleTom discusses the use of beneficiary designations to avoid probate, and what happens if your named beneficiary dies before you.1168beneficiary,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/casket-burial-and-cremation-not-your-only-options-episode-165--18861715https://api.spreaker.com/episode/18861715Tue, 20 Aug 2019 14:00:06 +0000Tom DoyleMore options, including natural burial, green cremation, and even composting, are becoming available for people who are looking for alternatives to traditional casket burial or cremation. In this archived episode Tom explains what these alternatives...1289greenburial,michigan,naturalburialcleanfullhttps://www.spreaker.com/episode/what-happens-to-my-michigan-estate-plan-if-i-move-episode-164--18806304https://api.spreaker.com/episode/18806304Tue, 13 Aug 2019 14:00:12 +0000Tom DoyleListen to today’s episode to find out if you will need new estate planning documents when you move to another State, or if you plan to spend your winters in another state.1344estateplanning,michigan,movingcleanfullhttps://www.spreaker.com/episode/don-t-send-your-child-off-to-college-without-two-essential-documents-episode-163--18740658https://api.spreaker.com/episode/18740658Tue, 06 Aug 2019 14:00:15 +0000Tom DoyleDid you know that if that child that you sent away to college is in a serious accident, you do not have any legal authority to know about, or make decisions about, their medical care just because you are their parent? Tom discusses the important legal...962children,college,hipaa,michigan,studentcleanfullhttps://www.spreaker.com/episode/lies-people-tell-themselves-to-avoid-estate-planning-episode-152--18675679https://api.spreaker.com/episode/18675679Tue, 30 Jul 2019 14:12:10 +0000Tom DoyleIn this archived episode, Tom discusses the 5 most common lies people tell themselves to avoid estate planning...are you guilty?1067children,divorce,estatepklanning,michigancleanfullhttps://www.spreaker.com/episode/when-to-keep-your-adult-children-s-inheritance-in-your-trust-archived-episode-137--18556080https://api.spreaker.com/episode/18556080Tue, 16 Jul 2019 14:00:13 +0000Tom DoyleIn today's archived episode, Tom discusses several reasons why it might be better to leave your assets in your trust for your adult children, instead of having them inherit the property outright.1279children,inheritance,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/casket-burial-and-cremation-not-your-only-options-episode-160--18501293https://api.spreaker.com/episode/18501293Tue, 09 Jul 2019 14:00:22 +0000Tom DoyleMore options, including natural burial, green cremation, and even composting, are becoming available for people who are looking for alternatives to traditional casket burial or cremation. Tom explains what these alternatives are, and which are...1289casketburial,composting,cremation,funeralplanning,greenburial,greencremation,michigan,naturalburialcleanfullhttps://www.spreaker.com/episode/six-reasons-to-choose-a-trust-over-a-will-episode-159--18441066https://api.spreaker.com/episode/18441066Tue, 02 Jul 2019 14:00:10 +0000Tom DoyleNot sure if you should have a Will or a Trust? Tom discusses six reasons for choosing a Trust over a Will.1128livingtrust,michigan,probate,willcleanfullhttps://www.spreaker.com/episode/why-you-might-need-a-new-certificate-of-trust-episode-158--18373138https://api.spreaker.com/episode/18373138Tue, 25 Jun 2019 14:02:02 +0000Tom DoyleDue to recent changes in Michigan Law, you might find that your bank, credit union or financial services company will no longer accept that Certificate of Trust that was prepared as part of your estate plan. In today’s episode, Tom discusses what...1412certificateoftrust,estateplan,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/3-reasons-to-never-make-accounts-jointly-owned-with-a-child-episode-157--18307020https://api.spreaker.com/episode/18307020Tue, 18 Jun 2019 14:00:14 +0000Tom DoyleHave you fully considered what can happen if you make a child a joint owner on your account? Whether it is to avoid probate or help you pay your bills, Tom explains 3 reasons why you should not make that bank account jointly owned with your child.1698children,estateplanning,jointowner,michigancleanfullhttps://www.spreaker.com/episode/is-michigan-holding-your-unclaimed-property-episode-156--18237659https://api.spreaker.com/episode/18237659Tue, 11 Jun 2019 14:00:20 +0000Tom DoyleThe Michigan Department of Treasury has millions of dollars in lost or forgotten assets from dormant bank accounts, uncashed checks, valuables left in safe deposit boxes, stock certificates etc. Does any of it belong to you? Tom tells you how to find...1331escheat,forgottenproperty,lostproperty,michigan,unclaimedpropertycleanfullhttps://www.spreaker.com/episode/retirement-a-time-to-volunteer-episode-155--18169013https://api.spreaker.com/episode/18169013Tue, 04 Jun 2019 14:00:28 +0000Tom DoyleVolunteering during retirement … you have a lifetime of living to share…and it just might prolong a better life1124michigan,retirement,senior,seniorvolunteer,volunteercleanfullhttps://www.spreaker.com/episode/is-your-estate-plan-ready-for-summer-episode-154--18101708https://api.spreaker.com/episode/18101708Tue, 28 May 2019 14:00:23 +0000Tom DoyleSummer is here...but is your Estate plan ready for your summer vacation?1193estateplanning,michigan,summer,summervacation,vacationcleanfullhttps://www.spreaker.com/episode/revisiting-the-5-year-medicaid-look-back-period-episode-153--18033477https://api.spreaker.com/episode/18033477Tue, 21 May 2019 14:00:20 +0000Tom DoyleAre you thinking about giving away your assets in order to qualify for Medicaid? Be sure that you understand what the 5 year Medicaid look back period is, and how it might affect your planning.16095yrlookbackperiod,gift,gifting,medicaid,michigancleanfullhttps://www.spreaker.com/episode/lies-people-tell-themselves-to-avoid-estate-planning-episode-152--17925566https://api.spreaker.com/episode/17925566Tue, 14 May 2019 14:00:11 +0000Tom DoyleTom discusses the 5 most common lies people tell themselves to avoid estate planning...are you guilty?1067estateplanning,lies,michigan,willcleanfullhttps://www.spreaker.com/episode/probate-and-privacy-episode-151--17858667https://api.spreaker.com/episode/17858667Tue, 07 May 2019 14:00:20 +0000Tom DoyleThey do not go well together like peanut butter and jelly. Listen to today’s episode if you are concerned about protecting your loved one’s privacy when you die.1305michigan,privacy,probatecleanfullhttps://www.spreaker.com/episode/what-every-estate-plan-must-include-episode-150--17792944https://api.spreaker.com/episode/17792944Tue, 30 Apr 2019 14:00:14 +0000Tom DoyleBased upon his 40 years of experience in working with clients, Tom explains what every estate plan must include.1420estateplan,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/do-i-need-a-will-when-i-have-a-trust-episode-149--17721714https://api.spreaker.com/episode/17721714Tue, 23 Apr 2019 14:00:17 +0000Tom DoyleYou are wrong to think that you don’t need a Will just because you have a Living Trust…find out why before it is too late…1143funding,intestate,livingtrust,michigan,willcleanfullhttps://www.spreaker.com/episode/don-t-let-your-child-s-inheritance-go-to-their-spouse-in-a-divorce-episode-148--17580114https://api.spreaker.com/episode/17580114Tue, 09 Apr 2019 14:00:16 +0000Tom DoyleIn today’s episode, Tom discusses options that you have to protect the inheritance that your child receives from you from going to their spouse in the event of a divorce.1442divorce,inheritance,michigancleanfullhttps://www.spreaker.com/episode/what-is-a-health-care-power-of-attorney-or-advanced-directive-and-why-you-need-one-episode-147--17510041
And, in recognition of National Healthcare Decisions Day, learn about the special savings we are offering to listeners on a Health Care Power of Attorney.]]>https://api.spreaker.com/episode/17510041Tue, 02 Apr 2019 14:00:10 +0000Tom DoyleIn today's episode, learn what a Health Care Power of Attorney or Advanced Directive is…..why you need one…..and what can happen if you do not have one. And, in recognition of National Healthcare Decisions Day, learn about the special savings we...
And, in recognition of National Healthcare Decisions Day, learn about the special savings we are offering to listeners on a Health Care Power of Attorney.]]>1555advanceddirective,healthcare,michigan,nhddcleanfullhttps://www.spreaker.com/episode/who-will-pay-my-debts-after-i-die-episode-146--17441547https://api.spreaker.com/episode/17441547Tue, 26 Mar 2019 14:00:10 +0000Tom DoyleBe sure to listen to today’s program to find out if your debts will have to be paid after you die and, if so, will your Spouse or children have to pay them.1609debt,michigan,probatecleanfullhttps://www.spreaker.com/episode/what-if-the-house-in-an-estate-is-underwater-episode-145--17370624https://api.spreaker.com/episode/17370624Tue, 19 Mar 2019 14:00:21 +0000Tom DoyleIn today’s episode, Tom discusses the options that are available when settling an estate where the balance on the mortgage exceeds the value of the home.1444home,michigan,mortgage,probate,underwatercleanfullhttps://www.spreaker.com/episode/spring-cleaning-your-estate-plan-episode-144--17298175https://api.spreaker.com/episode/17298175Tue, 12 Mar 2019 14:00:04 +0000Tom DoyleThe number one mistake that people make after creating their estate plan is failing to keep it up to date. Make reviewing and updating your Estate Plan part of your Spring Cleaning.1357estateplanning,michigan,spring,springcleaningcleanfullhttps://www.spreaker.com/episode/don-t-leave-your-family-with-a-cash-poor-estate--17229362https://api.spreaker.com/episode/17229362Tue, 05 Mar 2019 15:00:13 +0000Tom DoyleTo help avoid family conflict, be sure that there will be adequate cash available in your estate to pay ongoing expenses until your home is sold.1361beneficiary,estateplanning,home,michigan,pod,probate,todcleanfullhttps://www.spreaker.com/episode/3rd-anniversary-celebration-episode-142--17117521https://api.spreaker.com/episode/17117521Tue, 26 Feb 2019 15:00:04 +0000Tom DoyleAs we begin our 4th year of "Tuesday with Tom", Tom reviews a number of the most popular topics that have been covered during the last 3 years.1385cleanfullhttps://www.spreaker.com/episode/what-can-happen-if-you-do-not-get-a-deed-when-you-pay-off-your-land-contract-episode-141--17084381https://api.spreaker.com/episode/17084381Tue, 19 Feb 2019 15:00:11 +0000Tom DoyleIn today’s episode, Tom discusses the headaches and expenses that you can incur if you do not get a deed from the seller when you pay off your land contract.1253cleanfullhttps://www.spreaker.com/episode/since-my-home-is-for-sale-do-i-have-to-put-it-in-my-trust-episode-140--17020984https://api.spreaker.com/episode/17020984Tue, 12 Feb 2019 15:00:17 +0000Tom DoyleIn 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.1245deed,estateplanning,landcontract,michigancleanfullhttps://www.spreaker.com/episode/when-does-my-power-of-attorney-take-effect-episode-139--16956280https://api.spreaker.com/episode/16956280Tue, 05 Feb 2019 15:00:05 +0000Tom DoyleIn today's episode, Tom describes when your Power of Attorney for Finances and your Power of Attorney For Health Care become effective so that your named Agent has authority to act on your behalf.1279cleanfullhttps://www.spreaker.com/episode/utma-a-trust-alternative-for-minors-episode-138--16873157https://api.spreaker.com/episode/16873157Tue, 29 Jan 2019 15:00:04 +0000Tom DoyleTom 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 211208michgan,minors,utmacleanfullhttps://www.spreaker.com/episode/when-to-keep-your-adult-children-s-inheritance-in-your-trust-episode-137--16811208https://api.spreaker.com/episode/16811208Tue, 22 Jan 2019 15:00:19 +0000Tom DoyleIn today's episode, Tom discusses several reasons why it might be better to leave your assets in your trust for your adult children, instead of having them inherit the property outright.1279cleanfullhttps://www.spreaker.com/episode/how-to-protect-your-assets-from-creditors-with-a-michigan-domestic-asset-protection-trust--16719216https://api.spreaker.com/episode/16719216Tue, 15 Jan 2019 15:00:21 +0000Tom DoyleIn today’s episode, Tom explains what a Michigan Domestic Asset Trust is, and how it can be used to protect assets from your creditors.1259assetprotection,assetprotectiontrust,dapt,domesticassetprotectiontrust,michigancleanfullhttps://www.spreaker.com/episode/to-get-remarried-or-not-to-get-remarried-what-seniors-should-know-episode-135--16658670https://api.spreaker.com/episode/16658670Tue, 08 Jan 2019 15:00:16 +0000Tom DoyleTom discusses 3 important issues that every senior should consider before getting remarried.1410marriage,michigan,remarriage,seniorscleanfullhttps://www.spreaker.com/episode/3-year-end-charitable-gift-ideas-top-10-episodes-from-2018-episode-134--16511635https://api.spreaker.com/episode/16511635Tue, 18 Dec 2018 15:00:22 +0000Tom DoyleTom suggests 3 ways to remember your favorite charities at Christmas time, and counts down the top 10 episodes from 2018.1414charity,daf,gift,michigancleanfullhttps://www.spreaker.com/episode/your-power-of-attorney-is-not-unlimited-episode-133--16441779https://api.spreaker.com/episode/16441779Tue, 11 Dec 2018 15:00:19 +0000Tom DoyleTom reviews the various limitations that apply to both financial and medical powers of attorney1853michigan,mpoa,patientadvocate,poa,powerofattorneycleanfullhttps://www.spreaker.com/episode/a-529-college-education-plan-the-perfect-christmas-gift-for-children-or-grandchildren-episode-132--16381569https://api.spreaker.com/episode/16381569Tue, 04 Dec 2018 15:00:09 +0000Tom DoyleIn today’s episode, Tom explains why using 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.1383529,college,k-12,michigan,tuitioncleanfullhttps://www.spreaker.com/episode/should-you-record-the-deed-transferring-property-to-your-trust-episode-131--16321546https://api.spreaker.com/episode/16321546Tue, 27 Nov 2018 15:00:09 +0000Tom DoyleTom discusses a number of issues that need to be considered in deciding whether to record a deed to your Trust, including: Mortgage “due on sale” clauses, uncapping property taxes, homeowners Insurance coverage, protecting Tenancy by Entireties...1569dueonsale,estateplanning,homeownersinsurance,michigan,propertytaxescleanfullhttps://www.spreaker.com/episode/can-i-use-a-beneficiary-designation-to-transfer-my-business-at-the-time-of-my-death-episode-130--16267632https://api.spreaker.com/episode/16267632Tue, 20 Nov 2018 15:00:12 +0000Tom DoyleIn his continuing discussion about using beneficiary designations to implement your estate plan, Tom discusses how you can use POD or TOD designations to transfer your Michigan LLC or Corporation at the time of your death.1422beneficiary,corporation,estateplanning,llc,michigan,pod,stock,todcleanfullhttps://www.spreaker.com/episode/get-it-in-writing--16207037https://api.spreaker.com/episode/16207037Tue, 13 Nov 2018 15:00:10 +0000Tom DoyleTom discusses the importance of getting written confirmation of your beneficiary designations, and the problems that can result to your heirs when you don’t.1226beneficiary,estateplan,livingtrust,michigan,pod,probate,todcleanfullhttps://www.spreaker.com/episode/what-happens-when-the-beneficiary-on-an-account-dies-before-you--16149330https://api.spreaker.com/episode/16149330Tue, 06 Nov 2018 15:00:15 +0000Tom DoyleTom discusses the use of beneficiary designations to avoid probate, and what happens if your named beneficiary dies before you.1405beneficiary,michigan,pod,probate,todcleanfullhttps://www.spreaker.com/episode/certificates-of-deposit-as-investments-and-what-is-a-cd-ladder--16091341https://api.spreaker.com/episode/16091341Tue, 30 Oct 2018 14:00:21 +0000Tom DoyleTom talks about Certificate of Deposit as investments, and how to make your CD yields higher with a CD ladder.1768cd,cdladder,certificteofdeposit,investing,michigancleanfullhttps://www.spreaker.com/episode/the-assisted-living-home-you-want-to-live-in--16032109https://api.spreaker.com/episode/16032109Tue, 23 Oct 2018 15:24:38 +0000Tom DoyleWhile Tom is meeting with clients in the UP, enjoy this archived episode.....If you or a loved one is thinking about moving to an assisted living facility, explore the options available where the focus is on you and the quality of your life. Tom...1600cleanfullhttps://www.spreaker.com/episode/4-myths-about-having-a-will--15975528https://api.spreaker.com/episode/15975528Tue, 16 Oct 2018 14:00:19 +0000Tom DoyleIf 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. I discussed 4 common myths that people have about Wills.1082cleanfullhttps://www.spreaker.com/episode/looking-beyond-the-law-to-solve-a-legal-problem--15916335https://api.spreaker.com/episode/15916335Tue, 09 Oct 2018 14:00:04 +0000Tom DoyleTom discusses a situation where we recommended that a client’s daughter contact her representatives in Washington DC to resolve a legal problem, that ended up saving her thousands of dollars in attorney fees.1340cleanfullhttps://www.spreaker.com/episode/the-anatomy-of-a-deed--15860002https://api.spreaker.com/episode/15860002Tue, 02 Oct 2018 14:00:04 +0000Tom DoyleTom explains the differences between Warranty Deeds and Quit Claim Deeds, recording requirements in Michigan, different ways to own real estate, and what a Ladybird Deed is.1816cleanfullhttps://www.spreaker.com/episode/should-you-have-an-irrevocable-trust--15802715https://api.spreaker.com/episode/15802715Tue, 25 Sep 2018 13:59:36 +0000Tom DoyleTom 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...1306cleanfullhttps://www.spreaker.com/episode/the-best-way-to-disinherit-children--15745462https://api.spreaker.com/episode/15745462Tue, 18 Sep 2018 14:00:06 +0000Tom DoyleDo you have a child that you don’t want to receive any of your estate? Or, maybe 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,...1306children,disinherit,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/will-the-state-of-michigan-take-your-home-after-you-receive-medicaid--15690692https://api.spreaker.com/episode/15690692Tue, 11 Sep 2018 14:00:06 +0000Tom DoyleIn this archived episode, Tom discusses Michigan’s Medicaid Estate Recovery law that requires the State of Michigan to recover the cost of Medicaid benefits that were paid for you from your estate after you die. Without proper planning, this can...824cleanfullhttps://www.spreaker.com/episode/what-is-a-checkbook-ira--15638497https://api.spreaker.com/episode/15638497Tue, 04 Sep 2018 14:00:07 +0000Tom DoyleOn August 21 Tom explained what a self-directed IRA is, and how it gives you opportunities to extend your IRA investment options. In today’s episode Tom takes that concept one step further and discusses how a Checkbook IRA might even be a better...1453checkbookira,investments,ira,michigan,selfdirectediracleanfullhttps://www.spreaker.com/episode/does-my-will-override-a-beneficiary-designation--15582487https://api.spreaker.com/episode/15582487Tue, 28 Aug 2018 14:00:06 +0000Tom DoyleEnjoy this archived episode where Tom explains why if there is a conflict between a beneficiary designation on your bank account and what you say in your Will , the beneficiary designation wins. This also applies to other assets such as life...1142beneficiary,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/let-s-talk-about-a-self-directed-ira--15537007https://api.spreaker.com/episode/15537007Tue, 21 Aug 2018 14:00:05 +0000Tom DoyleDid you know that Your IRA does not have to be at your bank or broker? In today’s episode, Tom discusses how you can extend your IRA investment options through a self-directed IRA. Maybe you are interested in rental property, or flipping property,...1864checkbookira,investments,ira,michigan,selfdirectedira,self-directediracleanfullhttps://www.spreaker.com/episode/don-t-send-your-child-off-to-college-without-two-essential-documents--15489246https://api.spreaker.com/episode/15489246Tue, 14 Aug 2018 14:00:05 +0000Tom DoyleDid you know that if that child that you sent away to college is in a serious accident, you do not have any legal authority to know about, or make decisions about, their medical care just because you are their parent? Tom discusses the important legal...1145college,michigan,patientadvocate,powerofattorney,studentcleanfullhttps://www.spreaker.com/episode/it-s-a-bad-idea-to-add-minor-children-or-any-children-to-the-title-of-your-home--15415452https://api.spreaker.com/episode/15415452Tue, 07 Aug 2018 14:00:06 +0000Tom DoyleIf you are thinking about adding your minor child to the title of your home, or any child for that matter, listen to this episode first. I discuss a number of things that you need to consider before making your child a joint owner of your home,...1400children,conservator,home,jointowner,michigancleanfullhttps://www.spreaker.com/episode/have-you-made-your-burial-wishes-clear--15389334https://api.spreaker.com/episode/15389334Tue, 31 Jul 2018 14:06:54 +0000Tom DoyleWhile may be difficult to consider, funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes regarding the disposition of your body can lead to tension, disputes and even litigation among your...1176estateplanning,funeral,funeralplanning,funeralrepresentative,michigancleanfullhttps://www.spreaker.com/episode/aging-in-place-home-remodeling--15318452https://api.spreaker.com/episode/15318452Tue, 24 Jul 2018 14:00:05 +0000Tom DoyleContinuing with last week's discussion about staying in your own home, Aging-in-place Home Remodeling is making changes to your existing home, so you can live in it safely, independently and comfortably as you age.1254aging,aging-in-place,homeremodeling,michigan,thevillageprojectcleanfullhttps://www.spreaker.com/episode/the-assisted-living-home-you-want-to-live-in--15272573https://api.spreaker.com/episode/15272573Tue, 17 Jul 2018 14:00:06 +0000Tom DoyleIf you or a loved one is thinking about moving to an assisted living facility, explore the options available where the focus is on you and the quality of your life. Tom explores The Village Movement, a national movement to keep people in their own...1600assistedliving,michigan,thegreenhouseproject,thevliiagemovementcleanfullhttps://www.spreaker.com/episode/when-do-i-need-a-living-trust--15226816https://api.spreaker.com/episode/15226816Tue, 10 Jul 2018 14:00:06 +0000Tom DoyleContrary to what you might hear at a free, no obligation dinner discussing investments, not everyone needs a Living Trust. Listen while Tom discusses 6 occasions when you should consider a Living Trust as part of your estate plan.1645estateplanning,livingtrust,michigan,probatecleanfullhttps://www.spreaker.com/episode/what-is-a-do-not-resuscitate-order-dnr-and-how-do-you-get-one--15183589https://api.spreaker.com/episode/15183589Tue, 03 Jul 2018 14:17:50 +0000Tom DoyleTom explains what a Do-Not Resuscitate Order (DNR) is, and how to get one.983dnr,michigancleanfullhttps://www.spreaker.com/episode/eight-questions-to-ask-yourself-before-investing-in-anything--15028119https://api.spreaker.com/episode/15028119Tue, 12 Jun 2018 13:40:12 +0000Tom DoyleWhile Tom is out of town, please enjoy this archived episode in which Tom asks: 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.1339investing,investment,michigan,moneycleanfullhttps://www.spreaker.com/episode/who-should-be-the-beneficiary-of-my-life-insurance-policy-my-trust-spouse-or-children--14974760https://api.spreaker.com/episode/14974760Tue, 05 Jun 2018 14:00:05 +0000Tom DoyleEnjoy this archived episode in which Tom discusses why your living trust, and not your spouse or children, should be the beneficiary of your life insurance policy905beneficiary,lifeinsurance,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/what-is-the-5-year-medicaid-look-back-period--14916193https://api.spreaker.com/episode/14916193Tue, 29 May 2018 14:11:02 +0000Tom DoyleThinking about giving away your assets in order to qualify for Medicaid? Tom explains the problem the 5 year Medicaid Look Back rule can create for you.1099lookback,medicaid,michigancleanfullhttps://www.spreaker.com/episode/do-you-know-what-is-in-your-estate-plan-binder--14854167https://api.spreaker.com/episode/14854167Tue, 22 May 2018 14:00:06 +0000Tom DoyleIn today’s episode, Tom discusses the importance of knowing what is in that 3 ring binder containing your estate plan documents.1202estateplanning,michigancleanfullhttps://www.spreaker.com/episode/do-i-need-a-will-when-i-have-a-trust--14798024https://api.spreaker.com/episode/14798024Tue, 15 May 2018 14:00:06 +0000Tom DoyleDo you think that you don’t need a Will because you have a Living Trust? Tom explains why you are wrong.1116estateplanning,livingtrust,michigan,pouroverwill,willcleanfullhttps://www.spreaker.com/episode/is-your-estate-plan-ready-for-summer--14734144https://api.spreaker.com/episode/14734144Tue, 08 May 2018 14:00:05 +0000Tom DoyleTom discusses what you should do with your estate plan before summer is here so sitting on the beach or around the pool, spending time at the cottage, or playing a round of golf, will be much more relaxing.989cottage,estateplanning,summercleanfullhttps://www.spreaker.com/episode/does-your-will-control-what-you-think-it-does--14675232
Tom explains why you need to understand what your Will does and does not control, in order to be sure that your wishes will be met.]]>https://api.spreaker.com/episode/14675232Tue, 01 May 2018 14:00:05 +0000Tom DoyleDid you know that if your Will says to divide your estate between all 5 children, but your bank account names one child as a joint owner or beneficiary, the bank account will not be equally divided between all 5 children? Tom explains why you need to...
Tom explains why you need to understand what your Will does and does not control, in order to be sure that your wishes will be met.]]>1172beneficiary,estateplan,estateplanning,michigan,willcleanfullhttps://www.spreaker.com/episode/don-t-fall-for-this-latest-senior-medicare-scam--14616412https://api.spreaker.com/episode/14616412Tue, 24 Apr 2018 14:00:05 +0000Tom DoyleMillions of people 65 or older will soon get new Medicare cards to prevent identity theft…and the scammers are out to get you before your card arrives.783medicare,michigan,scam,seniorscleanfullhttps://www.spreaker.com/episode/why-you-should-consider-transferring-your-ira-money-to-a-health-savings-account--14559568https://api.spreaker.com/episode/14559568Tue, 17 Apr 2018 14:00:05 +0000Tom DoyleIn today’s episode Tom discusses a little know tax strategy where rolling money from a traditional IRA into an HSA turns tax-deferred dollars into tax-free withdrawals for medical benefits845financialplanning,healthsavingsaccount,hsa,ira,michigan,taxplanningcleanfullhttps://www.spreaker.com/episode/how-you-can-you-use-your-ira-to-buy-a-house--14503641https://api.spreaker.com/episode/14503641Tue, 10 Apr 2018 14:05:03 +0000Tom DoyleIn 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.1056financialplanning,home,ira,michigancleanfullhttps://www.spreaker.com/episode/the-good-the-bad-and-the-ugly-of-having-multiple-trustees--14394912https://api.spreaker.com/episode/14394912Tue, 27 Mar 2018 14:00:05 +0000Tom DoyleIn this archived episode, Tom talks about what you should consider if you are thinking about naming multiple children as trustees, personal representatives, or agents under powers of attorney.1136estateplanning,michigan,personalrepresentative,trusteecleanfullhttps://www.spreaker.com/episode/when-do-your-various-estate-planning-documents-take-effect--14339218https://api.spreaker.com/episode/14339218Tue, 20 Mar 2018 14:00:05 +0000Tom DoyleEnjoy this archived episode when Tom talks about when various estate planning documents (i.e. Will, Trust, Power of Attorney, HealthCare Power of Attorney) become effective, and when the fiduciaries (i.e. Personal Representative, Trustee, Attorney in...1544estateplanning,livingtrust,michigan,powerofattorneycleanfullhttps://www.spreaker.com/episode/who-should-be-the-beneficiary-of-my-life-insurance-policy-my-trust-spouse-or-children--14279849https://api.spreaker.com/episode/14279849Tue, 13 Mar 2018 20:13:08 +0000Tom DoyleWant to know if your Trust should be the beneficiary of your life insurance policies? Listen to today's episode to find out.904estateplanning,lifeinsurance,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/how-to-avoid-the-six-most-common-estate-planning-mistakes-6--14215472https://api.spreaker.com/episode/14215472Tue, 06 Mar 2018 15:00:06 +0000Tom DoyleOver the 6 episodes that began January 23 I have been discussing how to avoid the six most common estate planning mistakes. In Today’s episode I talk about mistake #6 - thinking that my estate planning can wait.680estateplanning,michigancleanfullhttps://www.spreaker.com/episode/how-to-avoid-the-six-most-common-estate-planning-mistakes-5--14041530https://api.spreaker.com/episode/14041530Tue, 13 Feb 2018 15:00:06 +0000Tom DoyleOver the 6 episodes beginning January 23 I am discussing how to avoid the six most common estate planning mistakes. In today's episode, I talk about the importance of using a Durable Power of Attorney and a Health Care Power of Attorney to plan for...1208estateplanning,powerofattorneycleanfullhttps://www.spreaker.com/episode/how-to-avoid-the-six-most-common-estate-planning-mistakes-4--13983554https://api.spreaker.com/episode/13983554Tue, 06 Feb 2018 15:00:06 +0000Tom DoyleOver the 6 episodes beginning January 23 I am discussing how to avoid the six most common estate planning mistakes. In today's episode, I talk about how failing to fund your living trust can cause your estate to have to go through probate.881cleanfullhttps://www.spreaker.com/episode/how-to-avoid-the-six-most-common-estate-planning-mistakes-3--13923977https://api.spreaker.com/episode/13923977Tue, 30 Jan 2018 15:00:05 +0000Tom DoyleOver the 6 episodes beginning January 23 Tom discusses how to avoid the six most common estate planning mistakes. In this episode Tom discusses why a Will does not avoid probate.977estateplanning,michigan,probate,willscleanfullhttps://www.spreaker.com/episode/how-to-avoid-the-six-most-common-estate-planning-mistakes-2--13869306https://api.spreaker.com/episode/13869306Tue, 23 Jan 2018 15:00:05 +0000Tom DoyleIn this 2nd episode of Tom's 6-part series "How to Avoid the Six Most Common Estate Planning Mistakes", Tom discusses the problem of having parts without a plan.1142beneficiary,estateplanning,jointownerhsip,michigancleanfullhttps://www.spreaker.com/episode/how-to-avoid-the-six-most-common-estate-planning-mistakes-1--13815031https://api.spreaker.com/episode/13815031Tue, 16 Jan 2018 15:00:05 +0000Tom DoyleOver the next 6 episodes Tom discusses how to avoid the six most common estate planning mistakes. In each episode Tom will cover 1 of the mistakes, beginning today with the mistake that is made by 80% of people.1187estateplanning,michigancleanfullhttps://www.spreaker.com/episode/six-mistakes-to-avoid-in-estate-administration--13757326https://api.spreaker.com/episode/13757326Tue, 09 Jan 2018 15:00:05 +0000Tom DoyleTom discusses the six most common mistakes that people make when administrating or settling an estate, and provides tips on how to avoid them.790estatesettlement,estatetax,michigan,portability,probatecleanfullhttps://www.spreaker.com/episode/how-will-the-new-tax-law-signed-by-president-trump-affect-my-estate-planning--13690893https://api.spreaker.com/episode/13690893Tue, 02 Jan 2018 15:00:05 +0000Tom DoyleTom discusses how under the Tax Cuts and Jobs Act just signed by President Trump, some things change, and some things remain the same, relative to estate and gift taxes. Including how much you can give someone gift tax free during 2018.976estateplanning,estatetax,financialplanning,gift,gifting,gifttax,taxescleanfullhttps://www.spreaker.com/episode/when-does-santa-have-to-pay-gift-taxes--13625723https://api.spreaker.com/episode/13625723Tue, 19 Dec 2017 15:00:05 +0000Tom DoyleTom discusses what Santa needs to know about taxes due on the gifts he leaves under your Christmas tree.1183estateplanning,financialplanning,gifts,gifttax,michigancleanfullhttps://www.spreaker.com/episode/say-merry-christmas-to-your-children-or-grandchildren-with-a-529-college-education-plan--13565462https://api.spreaker.com/episode/13565462Tue, 12 Dec 2017 15:00:04 +0000Tom DoyleTom explains why using a 529 Plan can be a great way to pay for the costs of college education for children or grandchildren.996529plan,collegeplanning,financialplanning,michigancleanfullhttps://www.spreaker.com/episode/how-to-correct-your-social-security-earnings-record--13512580https://api.spreaker.com/episode/13512580Tue, 05 Dec 2017 15:00:04 +0000Tom DoyleIn today’s episode, Tom tells you how to check your Social Security Earnings record to be sure that you will receive the full retirement benefit that you are entitled to.1168estateplanning,financialplanning,michigan,retirement,retirementplanning,socialsecuritycleanfullhttps://www.spreaker.com/episode/you-need-to-deal-with-your-digital-legacy-right-now--13453567https://api.spreaker.com/episode/13453567Tue, 28 Nov 2017 15:00:04 +0000Tom DoyleTom discusses the importance of digital estate planning, and how to arrange for your executor to access all of your online accounts and information.1438digitalassets,estateplanning,michigan,onlineaccounts,onlinebanking,socialmediacleanfullhttps://www.spreaker.com/episode/archived-episode-how-you-can-you-use-your-ira-to-buy-a-house--13384051https://api.spreaker.com/episode/13384051Tue, 21 Nov 2017 15:00:04 +0000Tom DoyleIn 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.1054estateplanning,ira,michigan,newhomecleanfullhttps://www.spreaker.com/episode/does-my-will-override-a-beneficiary-designation--13320837https://api.spreaker.com/episode/13320837Tue, 14 Nov 2017 15:00:04 +0000Tom DoyleTom 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...1142beneficiary,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/do-your-children-or-grandchildren-need-life-insurance--13265702https://api.spreaker.com/episode/13265702Tue, 07 Nov 2017 15:00:04 +0000Tom DoyleAlthough 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.1043children,estatepalnning,grandchildren,lifeinsurance,michigancleanfullhttps://www.spreaker.com/episode/eight-questions-to-ask-yourself-before-investing-in-anything--13209688https://api.spreaker.com/episode/13209688Tue, 31 Oct 2017 14:00:04 +0000Tom DoyleAre 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.1339estateplanning,financialplanning,investing,invetsments,michigancleanfullhttps://www.spreaker.com/episode/reasons-you-ll-still-need-estate-planning-even-if-the-death-tax-disappears--13113735https://api.spreaker.com/episode/13113735Tue, 24 Oct 2017 14:01:21 +0000Tom DoyleWhile 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.1021deathtax,estateplamnning,federalestatetax,michigancleanfullhttps://www.spreaker.com/episode/what-is-an-estate-plan--13058461https://api.spreaker.com/episode/13058461Tue, 17 Oct 2017 12:42:09 +0000Tom DoyleThis 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!1575estateplanning,financialplanning,michigancleanfullhttps://www.spreaker.com/episode/why-you-need-a-funeral-representative--13002648https://api.spreaker.com/episode/13002648Tue, 10 Oct 2017 14:00:04 +0000Tom DoyleIn 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.995estateplanning,funeral,funeralplanning,michigancleanfullhttps://www.spreaker.com/episode/archived-program-the-one-estate-planning-document-that-everybody-should-have--12946004https://api.spreaker.com/episode/12946004Tue, 03 Oct 2017 14:00:05 +0000Tom DoyleDo you have the one estate planning document that everyone should have? Tom tells you what it is, and explains why you need it.980estateplanning,healthcare,michigan,powerofattorneycleanfullhttps://www.spreaker.com/episode/two-documents-that-college-students-must-have--12890470https://api.spreaker.com/episode/12890470Tue, 26 Sep 2017 14:00:05 +0000Tom DoyleYou 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.902dpoa,estateplanning,hcpoa,michigan,patientadvocatecleanfullhttps://www.spreaker.com/episode/are-you-too-old-to-open-a-roth-ira--12837579https://api.spreaker.com/episode/12837579Tue, 19 Sep 2017 14:00:04 +0000Tom DoyleWe 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 60.1390estateplanning,financialplanning,michigan,retirement,rothiracleanfullhttps://www.spreaker.com/episode/where-should-i-store-my-estate-plan--12780060https://api.spreaker.com/episode/12780060Tue, 12 Sep 2017 14:00:05 +0000Tom DoyleYour 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...1456estateplan,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/the-many-roads-to-a-professionally-prepared-personalized-estate-plan--12730107https://api.spreaker.com/episode/12730107Tue, 05 Sep 2017 14:02:18 +0000Tom DoyleTom 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...1169estateplanning,expressestateplans,michigancleanfullhttps://www.spreaker.com/episode/best-ways-to-disinherit-a-child--12677857https://api.spreaker.com/episode/12677857Tue, 29 Aug 2017 14:00:04 +0000Tom DoyleDo 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...1337disinherit,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/the-4-biggest-myth-s-about-having-a-will--12628110https://api.spreaker.com/episode/12628110Tue, 22 Aug 2017 14:00:00 +0000Tom DoyleIf 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.993estateplanning,livingtrust,michigan,probate,willcleanfullhttps://www.spreaker.com/episode/10-reasons-you-might-need-a-retirement-planner--12580020https://api.spreaker.com/episode/12580020Tue, 15 Aug 2017 13:57:00 +0000Tom DoyleAre you thinking about retirement? If so, Tom discusses 10 reasons why you might consider hiring a professional to help you with your retirement planning.1176estateplanning,michigan,retirement,retirementplanningcleanfullhttps://www.spreaker.com/episode/how-to-keep-your-family-cottage-in-the-family--12480666https://api.spreaker.com/episode/12480666Tue, 01 Aug 2017 14:00:36 +0000Tom DoyleDo 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.1119cottage,estateplanning,familycottage,michigancleanfullhttps://www.spreaker.com/episode/is-your-living-trust-empty--12431052https://api.spreaker.com/episode/12431052Tue, 25 Jul 2017 14:02:25 +0000Tom DoyleTom discusses the importance of putting what you own into your Living Trust box in order to avoid probate.1094estateplanning,livingtrust,michigan,probatecleanfullhttps://www.spreaker.com/episode/archived-episode-what-is-a-do-not-resuscitate-order-dnr-and-how-do-you-get-one--12378468https://api.spreaker.com/episode/12378468Tue, 18 Jul 2017 14:00:55 +0000Tom DoyleEnjoy this archived episode in which Tom explains what a Do-Not-Resuscitate Order (DNR) is, and how to get one.1291dnr,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/are-all-of-the-parts-of-your-peace-of-mind-plan-in-place--12327997https://api.spreaker.com/episode/12327997Tue, 11 Jul 2017 13:45:15 +0000Tom DoyleDuring 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...1178estateplanning,financialplanning,michigancleanfullhttps://www.spreaker.com/episode/what-the-heck-is-an-ilit-and-should-you-have-one-as-part-of-your-estate-plan--12224657https://api.spreaker.com/episode/12224657Tue, 27 Jun 2017 14:00:06 +0000Tom DoyleTom explains what an Irrevocable Life Insurance Trust is, and how it might be used as part of your estate plan.1143estateplanning,estatetax,ilit,lifeinsurance,michigancleanfullhttps://www.spreaker.com/episode/how-to-save-your-children-from-a-20-capital-gains-tax-on-your-home--12166381https://api.spreaker.com/episode/12166381Tue, 20 Jun 2017 14:00:10 +0000Tom DoyleIn today’s program, Tom explains how deeding your home to your children during your lifetime can end up costing your children a 20% Capital Gains tax when your home is sold.908capitalgains,estateplanning,michigan,taxescleanfullhttps://www.spreaker.com/episode/who-will-the-state-of-michigan-give-your-estate-to--12102160https://api.spreaker.com/episode/12102160Tue, 13 Jun 2017 14:03:20 +0000Tom DoyleTom discusses Michigan’s law of intestate succession, whom the State of Michigan will give your estate to when you die, and how you can make other arrangements for your loved ones.1098estateplanning,intestate,michigancleanfullhttps://www.spreaker.com/episode/archived-program-will-the-state-of-michigan-take-your-home-after-you-receive-medicaid--12046755https://api.spreaker.com/episode/12046755Tue, 06 Jun 2017 14:50:58 +0000Tom DoyleWhile Tom is out of the office today, please enjoy this archived program in which Tom discusses Michigan's Medicaid Estate Recovery law that requires the State of Michigan to recover the cost of Medicaid benefits that were paid for you from your...824estateplanning,estaterecovery,medicaid,michigancleanfullhttps://www.spreaker.com/episode/the-good-the-bad-and-the-ugly-of-having-multiple-trustees--11988707https://api.spreaker.com/episode/11988707Tue, 30 May 2017 14:00:01 +0000Tom DoyleEnjoy this archived episode in whichTom talks about what you should consider if you are thinking about naming multiple children as trustees, personal representatives, or agents under powers of attorney.1136estateplanning,michigan,trusteecleanfullhttps://www.spreaker.com/episode/when-do-your-various-estate-planning-documents-take-effect--11872536https://api.spreaker.com/episode/11872536Tue, 16 May 2017 14:00:16 +0000Tom DoyleTom is out of the office today...so please enjoy this archived edition of his previous episode in which Tom talks about when various estate planning documents (i.e. Will, Trust, Power of Attorney, HealthCare Power of Attorney) become effective, and...1544estateplanning,livingtrust,michigan,poacleanfullhttps://www.spreaker.com/episode/have-you-updated-your-estate-plan-to-account-for-these-changes-in-the-law--11819657https://api.spreaker.com/episode/11819657Tue, 09 May 2017 14:00:26 +0000Tom DoyleTom discusses several changes in the law that might require your estate plan to be updated.1394estateplanning,ira,michigan,trustcleanfullhttps://www.spreaker.com/episode/don-t-leave-your-children-with-a-cash-poor-estate--11765940https://api.spreaker.com/episode/11765940Tue, 02 May 2017 14:00:41 +0000Tom DoyleTom discusses the importance of making sure that if your home is going to go through probate, that there will be adequate cash available in the estate to pay ongoing expenses until the home is sold.1322estateplanning,home,michigan,probatecleanfullhttps://www.spreaker.com/episode/the-other-estate-planning-document-that-everybody-should-have--11714663https://api.spreaker.com/episode/11714663Tue, 25 Apr 2017 14:30:22 +0000Tom DoyleTwo weeks ago Tom told you why everyone should have a Power of Attorney for Health Care. In today's show, Tom discusses another document that you need as part of a complete estate plan.857dpoa,estateplanning,incapacity,michigan,powerofattorneycleanfullhttps://www.spreaker.com/episode/death-and-taxes-how-to-avoid-both-of-them--11656995https://api.spreaker.com/episode/11656995Tue, 18 Apr 2017 14:00:24 +0000Tom DoyleTom talks about taxes related to dying, and how you can use your estate plan to avoid them.1369estateplanning,estatetax,gifting,michigan,taxescleanfullhttps://www.spreaker.com/episode/the-one-estate-planning-document-that-everybody-should-have--11604608https://api.spreaker.com/episode/11604608Tue, 11 Apr 2017 14:00:15 +0000Tom DoyleDo you have the one estate planning document that everyone should have? Tom tells you what it is, and explains why you need it.980estateplanning,michigan,patientadvocate,poacleanfullhttps://www.spreaker.com/episode/how-you-can-you-use-your-ira-to-buy-a-house--11499007https://api.spreaker.com/episode/11499007Tue, 28 Mar 2017 14:00:55 +0000Tom DoyleTom 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.1054estateplanning,ira,michighancleanfullhttps://www.spreaker.com/episode/be-sure-your-home-is-ready-for-you-to-die--11441234https://api.spreaker.com/episode/11441234Tue, 21 Mar 2017 14:00:54 +0000Tom DoyleIn today's episode, Tom discusses the importance of organizing your home in order to assist your estate administrator in locating your important documents, hidden money, jewelry, etc..1265estateplanning,estatesettlement,michigancleanfullhttps://www.spreaker.com/episode/answers-to-common-questions-about-funeral-planning--11385162https://api.spreaker.com/episode/11385162Tue, 14 Mar 2017 14:00:26 +0000Tom DoyleTom answers common questions about planning your funeral...including whether you have to use the services of a licensed funeral director, who has the right to plan your funeral if you don't, do you have to purchase a casket from a funeral home, do you...1852burial,estateplanning,funeral,funeralplanning,michigancleanfullhttps://www.spreaker.com/episode/why-married-people-should-not-jointly-own-their-cars--11330557https://api.spreaker.com/episode/11330557Tue, 07 Mar 2017 15:00:50 +0000Tom DoyleTom explains why married people are exposing their home to creditors when they jointly own a car.1246assetprotection,estateplanning,jointownershhip,married,michigancleanfullhttps://www.spreaker.com/episode/will-the-state-of-michigan-take-your-home-after-you-receive-medicaid--11285871https://api.spreaker.com/episode/11285871Wed, 01 Mar 2017 14:50:50 +0000Tom DoyleTom discusses Michigan's Medicaid Estate Recovery law that requires the State of Michigan to recover the cost of Medicaid benefits that were paid for you from your estate after you die. Without proper planning, this can result in the State forcing the...824estateplanning,home,medicaid,michigancleanfullhttps://www.spreaker.com/episode/what-is-a-do-not-resuscitate-order-dnr-and-how-do-you-get-one--10994999https://api.spreaker.com/episode/10994999Tue, 21 Feb 2017 15:00:45 +0000Tom DoyleIn this one-year anniversary episode, Tom explains what a Do-Not-Resuscitate Order (DNR) is, and how to get one.1291dying,estateplanning,healthcare,michigancleanfullhttps://www.spreaker.com/episode/president-trump-s-trust-how-blind-is-it--10786445https://api.spreaker.com/episode/10786445Tue, 14 Feb 2017 15:00:18 +0000Tom DoyleIn today's episode, Tom analyzes The Donald J. Trump Revocable Trust, compares it to a normal revocable trust, concludes that it is not a blind trust, and discusses why that matters to him.1731blindtrust,estateplanning,presidenttrump,revocabletrustcleanfullhttps://www.spreaker.com/episode/married-women-lose-dower-rights-in-michigan--10603087https://api.spreaker.com/episode/10603087Tue, 07 Feb 2017 15:00:55 +0000Tom DoyleTom discusses dower rights of married women in Michigan, how recently enacted legislation eliminates those rights, and what the consequence will be for married women in Michigan.1401dower,estateplanning,michigan,widowscleanfullhttps://www.spreaker.com/episode/when-do-your-various-estate-planning-documents-take-effect--10448492https://api.spreaker.com/episode/10448492Tue, 31 Jan 2017 15:00:19 +0000Tom DoyleIn today's episode Tom talks about when various estate planning documents (i.e. Will, Trust, Power of Attorney, HealthCare Power of Attorney) become effective, and when the fiduciaries (i.e. Personal Representative, Trustee, Attorney in Fact, Patient...1544estateplanning,livingtrust,patientadvocate,powerofattorney,willcleanfullhttps://www.spreaker.com/episode/asset-protection-for-the-rest-of-us-using-michigan-s-new-qualified-dispositions-in-trust-act--10369447https://api.spreaker.com/episode/10369447Tue, 24 Jan 2017 15:00:06 +0000Tom DoyleTom discusses Michigan's new Qualified Dispositions in Trust Act that makes it easier to create a trust to protect your assets from your creditors. Find out how simple it can now be to protect what you own from risks of lawsuits and creditors.1588assetprotection,creditors,estateplanningcleanfullhttps://www.spreaker.com/episode/should-you-make-your-child-a-joint-owner-of-your-home--10326406https://api.spreaker.com/episode/10326406Tue, 17 Jan 2017 15:00:40 +0000Tom DoyleTom discusses a number of things that you need to consider before making your child a joint owner of your home, including loss of control, liability for your child's creditors, gift taxes and capital gains taxes.1268estateplanning,home,jointownercleanfullhttps://www.spreaker.com/episode/the-good-the-bad-and-the-ugly-of-having-multiple-trustees--10276413https://api.spreaker.com/episode/10276413Tue, 10 Jan 2017 15:00:49 +0000Tom DoyleTom talks about what you should consider if you are thinking about naming multiple children as trustees, personal representatives, or agents under powers of attorney.1136estateplanning,michighan,trusteescleanfullhttps://www.spreaker.com/episode/setting-and-reaching-goals-in-a-marathon--10232402https://api.spreaker.com/episode/10232402Tue, 03 Jan 2017 15:00:17 +0000Tom DoyleTom talks about how his experience from running marathons might help you to complete your 2017 New Year's Resolutions.1504estateplanning,marathon,newyearsresolutions,runningcleanfullhttps://www.spreaker.com/episode/2016-year-in-review--10190467https://api.spreaker.com/episode/10190467Tue, 27 Dec 2016 15:00:15 +0000Tom DoyleTom reviews the top 10 episodes from 20162128estateplanning,livingtrust,probate,willscleanfullhttps://www.spreaker.com/episode/what-if-santa-gets-hurt-coming-down-the-chimney-of-your-rental-home--10140923
Today’s estate planning tip is for married people…think before transferring your home into your joint trust.]]>https://api.spreaker.com/episode/10140923Tue, 20 Dec 2016 15:00:02 +0000Tom DoyleTom discusses how using an LLC for rental property can protect your estate from law suits by tenants or their guests who get hurt on the rental property. Today’s estate planning tip is for married people…think before transferring your home into your...
Today’s estate planning tip is for married people…think before transferring your home into your joint trust.]]>1941estateplanningcleanfullhttps://www.spreaker.com/episode/while-one-ira-is-good-more-than-one-can-be-even-better--10097274https://api.spreaker.com/episode/10097274Tue, 13 Dec 2016 15:01:27 +0000Tom DoyleWhile much of the conventional financial advice suggests that you roll multiple IRAs into one, Tom discusses a number of reasons to consider spreading your retirement savings around into multiple IRAs.1827estateplanning,financialplanning,iras,michigancleanfullhttps://www.spreaker.com/episode/what-is-the-best-way-to-disinherit-a-child--10049209
Tom’s estate planning tip of the day is a reminder about what can happen if you leave your heirs with a cash poor estate.]]>https://api.spreaker.com/episode/10049209Tue, 06 Dec 2016 15:00:29 +0000Tom DoyleTom discusses different strategies that can be employed when you do not want a child to receive a portion of your estate. This discussion is important to those who simply don’t want a child to receive part of their estate, as well as those who don’t...
Tom’s estate planning tip of the day is a reminder about what can happen if you leave your heirs with a cash poor estate.]]>2362children,disinherit,estateplanning,inheritance,michigancleanfullhttps://www.spreaker.com/episode/what-happens-to-your-pet-when-something-happens-to-you--9996704
Tom’s estate planning tip of the day is to consider making gifts to charities directly from your IRA.]]>https://api.spreaker.com/episode/9996704Tue, 29 Nov 2016 15:00:38 +0000Tom DoyleTom talks about what will happen to your pet if you become incapacitated or die, and how you can use a Pet Guardian Agreement or Pet Trust to provide continuing care for your pet. Tom, also, discusses the series of short YouTube videos that he has...
Tom’s estate planning tip of the day is to consider making gifts to charities directly from your IRA.]]>2191estateplanning,michigan,petguardian,petscleanfullhttps://www.spreaker.com/episode/thanksgiving-what-are-we-giving-thanks-for--9940006
In "Today's Tip", Tom, also, reviews the importance of funding your living trust.]]>https://api.spreaker.com/episode/9940006Tue, 22 Nov 2016 15:00:15 +0000Tom DoyleTom talks about the history of the Thanksgiving holiday here and in Canada. You might be surprised to learn that it didn't start with the Pilgrims in Plymouth in 1621, but with King Henry VIII in 1536. In "Today's Tip", Tom, also, reviews the...
In "Today's Tip", Tom, also, reviews the importance of funding your living trust.]]>2227estateplanning,michigancleanfullhttps://www.spreaker.com/episode/tax-consequences-of-making-christmas-gifts-to-family-and-friends--9879812
Tom, also, comments on how the election of Donald Trump might impact estate plans.

Finally, Tom’s estate planning tip of the day is a reminder that end-of-life wishes have to be reduced to writing if you want them to be followed.]]>https://api.spreaker.com/episode/9879812Tue, 15 Nov 2016 15:00:08 +0000Tom DoyleWith the holidays right around the corner, Tom spends time talking about the tax consequences that need to be considered when you are making gifts to individuals if the total gifts to anyone person might exceed $14,000 during 2016. Tom, also,...
Tom, also, comments on how the election of Donald Trump might impact estate plans.

Finally, Tom’s estate planning tip of the day is a reminder that end-of-life wishes have to be reduced to writing if you want them to be followed.]]>2401estateplanning,gifts,michigan,taxescleanfullhttps://www.spreaker.com/episode/should-you-sell-your-life-insurance-policy--9826284
Tom’s “Tip” for the day is to consider using a Uniform Transfers to Minors Act (UTMA) Account as a way of providing an inheritance to minor children.]]>https://api.spreaker.com/episode/9826284Tue, 08 Nov 2016 15:00:43 +0000Tom DoyleTom discusses the idea of selling your life insurance policy when it is no longer needed or, perhaps, affordable. He also reviews a number of risks that need to be considered before you enter into the sale of your life insurance policy. Tom’s...
Tom’s “Tip” for the day is to consider using a Uniform Transfers to Minors Act (UTMA) Account as a way of providing an inheritance to minor children.]]>2194estateplanning,financialplanning,lifeinsurance,lifesettlement,michigancleanfullhttps://www.spreaker.com/episode/what-happens-if-the-beneficiary-on-an-account-dies-before-you--9771907https://api.spreaker.com/episode/9771907Tue, 01 Nov 2016 14:00:07 +0000Tom DoyleTom discusses the use of beneficiary designations to avoid probate, and what happens if your named beneficiary dies before you.2178beneficary,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/should-you-have-an-irrevocable-trust--9718382https://api.spreaker.com/episode/9718382Tue, 25 Oct 2016 14:00:11 +0000Tom DoyleTom 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...3832estateplanning,irrevocabletrust,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/interview-richard-burman-a-financial-professional-s-views-on-insurance-financial-planning-and-estate-planning--9664433https://api.spreaker.com/episode/9664433Tue, 18 Oct 2016 14:00:23 +0000Tom DoyleTom interviews Richard Burman, a longtime Michigan Financial Professional. Dick shares his views on insurance, financial planning and estate planning.3988estateplanning,financialplanning,michigancleanfullhttps://www.spreaker.com/episode/the-six-most-common-estate-planning-mistakes-and-how-to-avoid-them--9614560https://api.spreaker.com/episode/9614560Tue, 11 Oct 2016 14:01:10 +0000Tom DoyleTom discusses the most common estate planning mistakes, and recommends ways to avoid them. He, also, introduces an expanded program format with new segments.3823estateplanning,livingtrust,michigan,powerofattorneycleanfullhttps://www.spreaker.com/episode/interview-jackie-pulford-things-a-conservator-needs-to-know--9561966https://api.spreaker.com/episode/9561966Tue, 04 Oct 2016 14:00:25 +0000Tom DoyleTom and Jackie discuss the duties and responsibilities of a Conservator2417conservator,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/how-to-avoid-becoming-the-victim-of-a-scam--9497618https://api.spreaker.com/episode/9497618Tue, 27 Sep 2016 14:04:30 +0000Tom DoyleTom 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...2500estateplanning,lottery,scamalert,scams,seniorscleanfullhttps://www.spreaker.com/episode/why-you-should-use-a-529-plan-to-pay-for-college--9447824https://api.spreaker.com/episode/9447824Tue, 20 Sep 2016 14:00:11 +0000Tom DoyleTom explains why using a 529 Plan can be a great way to pay for the costs of college education for children or grandchildren.2198529plan,college,estateplanning,financialplanningcleanfullhttps://www.spreaker.com/episode/don-t-say-i-do-without-an-estate-plan--9399291https://api.spreaker.com/episode/9399291Tue, 13 Sep 2016 14:00:39 +0000Tom DoyleTom 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.2414estateplanning,marriage,weddingcleanfullhttps://www.spreaker.com/episode/why-you-should-never-make-accounts-jointly-owned-with-a-child--9345005https://api.spreaker.com/episode/9345005Tue, 06 Sep 2016 14:00:21 +0000Tom DoyleTom discusses the problems that can arise when you make an account jointly owned with a child, and suggests alternatives.2180estateplanning,michigancleanfullhttps://www.spreaker.com/episode/some-of-my-favorite-places-in-michigan--9295786https://api.spreaker.com/episode/9295786Tue, 30 Aug 2016 14:00:11 +0000Tom DoyleDuring this live call in episode, Tom answers caller's questions, and talks about many of his favorite places in Michigan.2436michigancleanfullhttps://www.spreaker.com/episode/can-my-financial-advisor-help-me-prepare-my-estate-plan--9245727https://api.spreaker.com/episode/9245727Tue, 23 Aug 2016 14:01:43 +0000Tom DoyleAlthough your financial advisor is an important team member, Tom discusses the limitations that a financial advisor, who is not a licensed attorney, has in helping you with your estate plan. Tom, also, explains his law firm's unique estate plaining...2082estateplanning,fincialplanning,michigancleanfullhttps://www.spreaker.com/episode/who-will-decide-what-your-medical-treatment-will-be-when-you-can-t--9201271https://api.spreaker.com/episode/9201271Tue, 16 Aug 2016 14:00:11 +0000Tom DoyleTom explains how the Probate Court will appoint a Guardian to make your medical decisions when you can’t, and how you can avoid that with a Power of Attorney for Health Care.2019estateplanning,mihcigan,probatecleanfullhttps://www.spreaker.com/episode/a-will-is-never-all-that-you-need-in-fact-you-might-not-need-a-will-at-all--9156461https://api.spreaker.com/episode/9156461Tue, 09 Aug 2016 14:00:10 +0000Tom DoyleTom discusses what Wills actually do, why you need more than just a Will, and why, in fact, you might not need a Will at all.2249detroit,estateplanning,michigan,motown,willscleanfullhttps://www.spreaker.com/episode/just-say-no-how-to-reject-an-inheritance-by-using-a-disclaimer--9109533https://api.spreaker.com/episode/9109533Tue, 02 Aug 2016 14:00:07 +0000Tom DoyleTom discusses how to reject an inheritance by using Disclaimers…What they are…how they work…what they are used for.2076disclaimer,estateplanning,mihcigancleanfullhttps://www.spreaker.com/episode/saying-goodbye-to-your-love-ones--9057895https://api.spreaker.com/episode/9057895Tue, 26 Jul 2016 14:00:42 +0000Tom DoyleTom talks about ways to say goodbye to a loved one who is dying; and writing a goodbye letter that will be given to loved ones after your death1715death,death&dying,dying,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/suggestions-for-including-grandchildren-in-your-estate-plan--9015107https://api.spreaker.com/episode/9015107Tue, 19 Jul 2016 14:01:54 +0000Tom DoyleTom discuses options that you might consider if you want to include your grandchildren in your estate plan2154estateplanning,michigancleanfullhttps://www.spreaker.com/episode/things-to-know-before-planning-your-funeral--8967167- Pre-planning your funeral
- Creating a funeral planning checklist
- Involving your family in your planning
- Whether you should pre-pay for your funeral
- Things to know when planning a traditional funeral
- Whether you have to buy your casket from the funeral home
- Things to know about cremation
- The Importance of shopping around
- and much more]]>https://api.spreaker.com/episode/8967167Tue, 12 Jul 2016 14:00:15 +0000Tom DoyleTom interviews Certified Funeral Planner, Steve Peckham. Steve talks about: - Pre-planning your funeral - Creating a funeral planning checklist - Involving your family in your planning - Whether you should pre-pay for your funeral - Things to know...- Pre-planning your funeral
- Creating a funeral planning checklist
- Involving your family in your planning
- Whether you should pre-pay for your funeral
- Things to know when planning a traditional funeral
- Whether you have to buy your casket from the funeral home
- Things to know about cremation
- The Importance of shopping around
- and much more]]>3124cremation,estateplanning,funeral,funeralplanning,michigancleanfullhttps://www.spreaker.com/episode/the-peace-of-mind-planning-puzzle--8921429https://api.spreaker.com/episode/8921429Tue, 05 Jul 2016 14:00:38 +0000Tom DoyleTom explores the different pieces of your "Peace of Mind Planning" puzzle2041estateplanning,financialplanning,insurance,michigan,taxplanningcleanfullhttps://www.spreaker.com/episode/answering-your-estate-planning-and-settlement-questions--8871963transferring assets into a Trust.]]>https://api.spreaker.com/episode/8871963Tue, 28 Jun 2016 14:00:16 +0000Tom DoyleTom answers questions about Medicaid Planning, preparing a new Will when moving to another state, filing your Will with the Probate Court, telling children about your estate plan, having multiple trustees, disinheriting children, uncapping property...transferring assets into a Trust.]]>2361estateplanning,estatesettlement,livingtrust,michigan,willscleanfullhttps://www.spreaker.com/episode/the-anatomy-of-a-deed-what-are-the-different-kinds-and-how-do-they-work--8795090https://api.spreaker.com/episode/8795090Tue, 21 Jun 2016 14:00:17 +0000Tom DoyleTom discusses the differences between Warranty Deeds and Quit Claim Deeds, recording requirements in Michigan, different ways to own real estate, and Ladybird Deeds.2351estateplanning,financialplanning,michigan,realestatecleanfullhttps://www.spreaker.com/episode/is-a-reverse-mortgage-right-for-you--8767419https://api.spreaker.com/episode/8767419Tue, 14 Jun 2016 14:00:14 +0000Tom DoyleTom discusses what a reverse mortgage is, how it is different from a traditional mortgage, the types of reverse mortgages that might be available, and things to consider in determining if a reverse mortgage is right for you.2046estateplanning,financialplanning,mortgage,retirement,reversemortgagecleanfullhttps://www.spreaker.com/episode/why-a-durable-power-of-attorney-should-be-part-of-your-estate-plan--8711741https://api.spreaker.com/episode/8711741Tue, 07 Jun 2016 14:00:47 +0000Tom DoyleTom describes what a Durable Power of Attorney is, what it does, and why it should be part of everyone's estate plan.1971estateplanning,michigan,powerofattorneycleanfullhttps://www.spreaker.com/episode/how-to-keep-your-family-cottage-in-the-family--8653138https://api.spreaker.com/episode/8653138Tue, 31 May 2016 14:00:26 +0000Tom DoyleTom discusses strategies that are used when parents want to keep the family cottage in the family, including joint ownership, Trusts and LLCs.1925cottage,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/don-t-be-like-prince-and-die-without-a-will-or-estate-plan--8594408https://api.spreaker.com/episode/8594408Tue, 24 May 2016 14:00:11 +0000Tom DoyleTom explains what will happen to your estate in Michigan if you die without a Will or Estate Plan.1936cleanfullhttps://www.spreaker.com/episode/six-ways-to-avoid-probate--8533061
He, also, introduces a number of great resources if you are interested in Michigan history or traveling in Michigan.]]>https://api.spreaker.com/episode/8533061Tue, 17 May 2016 14:00:08 +0000Tom DoyleTom talks about a number of strategies that you can use to keep your estate from having to go through probate at the time of your death. He, also, introduces a number of great resources if you are interested in Michigan history or traveling in Michigan.
He, also, introduces a number of great resources if you are interested in Michigan history or traveling in Michigan.]]>2396estateplanning,mihcigancleanfullhttps://www.spreaker.com/episode/probating-an-estate-in-michigan--8469894https://api.spreaker.com/episode/8469894Tue, 10 May 2016 14:00:32 +0000Tom DoyleTom welcomes to his program his associate Attorney, Amanda Bevel, who leads a discussion about what probate is, and is not.2355michigan,probatecleanfullhttps://www.spreaker.com/episode/things-change-and-so-should-your-estate-plan--8406980https://api.spreaker.com/episode/8406980Tue, 03 May 2016 14:00:41 +0000Tom DoyleTom talks about the number one mistake that people make after creating their estate plan... failing to update it to reflect changes that have occurred since it was created.2319estateplanning,michigancleanfullhttps://www.spreaker.com/episode/death-and-taxes-can-they-be-avoided--8352005https://api.spreaker.com/episode/8352005Tue, 26 Apr 2016 14:00:17 +0000Tom DoyleWhile no one has yet figured out how to avoid dying, Tom talks about taxes related to dying and how they might be avoided.2017estateplanning,financialplanning,taxescleanfullhttps://www.spreaker.com/episode/living-trusts-part-2-funding-your-living-trust--8296676https://api.spreaker.com/episode/8296676Tue, 19 Apr 2016 14:00:37 +0000Tom DoyleNow that you know what a Living Trust is and how it might fit into your estate plan, Tom talks about the importance of funding your Trust2246estateplanning,livingtrust,michigancleanfullhttps://www.spreaker.com/episode/why-you-need-a-health-care-power-of-attorney--8242434https://api.spreaker.com/episode/8242434Tue, 12 Apr 2016 14:01:24 +0000Tom DoyleTom talks about What a Health Care Power of Attorney or Advanced Directive is…..why you need one…..and what can happen if you do not have one.2202endoflifeplanning,estateplanning,michigancleanfullhttps://www.spreaker.com/episode/new-michigan-legislation-regarding-funeral-planning-and-providing-access-to-your-digital-assets--8184055https://api.spreaker.com/episode/8184055Tue, 05 Apr 2016 14:00:06 +0000Tom DoyleTom discusses 2 new pieces of legislation that were signed last last week by Gov. Snyder. One authorizes appointment of a “Funeral Representative” who can make your funeral arrangements. The other, the “Fiduciary Access to Digital Assets Act”, creates...2072estateplanning,funeral,funeralplanning,michigancleanfullhttps://www.spreaker.com/episode/what-is-a-living-trust--8128626
Tom, also, introduces our new weekly Michigan Trivia contest.]]>https://api.spreaker.com/episode/8128626Tue, 29 Mar 2016 14:00:24 +0000Tom DoyleFirst of a 2 part series on Living Trusts - what they are, how they work, when you might consider having one, and what it means to fund a trust. Tom, also, introduces our new weekly Michigan Trivia contest.
Tom, also, introduces our new weekly Michigan Trivia contest.]]>2028estateplanning,livingtrustcleanfullhttps://www.spreaker.com/episode/certificates-of-deposit-and-what-is-a-cd-ladder--8072221https://api.spreaker.com/episode/8072221Tue, 22 Mar 2016 14:00:45 +0000Tom DoyleTom talks about Certificates of Deposit as investments, and how to increase your CD yields by using a CD ladder.2170estateplanning,financialplanning,investing,investments,michigancleanfullhttps://www.spreaker.com/episode/st-patrick-s-day-irish-heritage-and-your-estate-plan--8009613
Oops...Tom mistakenly states the wrong decade for the potato famine...it was 1854 to 1852...the danger of a live radio show :(]]>https://api.spreaker.com/episode/8009613Tue, 15 Mar 2016 11:20:05 +0000Tom DoyleTom talks about Irish heritage, green beer, corned beef and cabbage, Guiness, and what any of it has to do with your estate plan. Oops...Tom mistakenly states the wrong decade for the potato famine...it was 1854 to 1852...the danger of a live radio...
Oops...Tom mistakenly states the wrong decade for the potato famine...it was 1854 to 1852...the danger of a live radio show :(]]>2108estateplanning,michigancleanfullhttps://www.spreaker.com/episode/doesn-t-a-will-avoid-probate--7940298https://api.spreaker.com/episode/7940298Tue, 08 Mar 2016 12:30:22 +0000Tom DoyleTom discusses how a Will actually works, and why a Will is not a good way to avoid probate. Tom, also, introduces listeners to the Olivia Kay Foundation.1814estate planning,willscleanfullhttps://www.spreaker.com/episode/can-you-prepare-your-own-estate-planning-documents--7896680https://api.spreaker.com/episode/7896680Tue, 01 Mar 2016 12:30:10 +0000Tom DoyleAre you thinking about preparing your own estate planning documents to save money? Do you want to prepare documents for your parents? Before you do, listen to Tom as he discusses the potential legal problems (including criminal) that you or you loved...1831dpoa,estateplanning,michigan,trusts,willscleanfullhttps://www.spreaker.com/episode/what-is-an-estate-plan--7845948https://api.spreaker.com/episode/7845948Tue, 23 Feb 2016 13:00:29 +0000Tom DoyleIn this episode Tom discusses what an Estate Plan is, and is not, and the various decisions that need to be made in order to develop an effective estate plan.1504dpoa,estateplanning,livingtrust,willscleanfull