Episodes

  • Have You Sent Your Crummey Letters? (Episode 310)

    Have You Sent Your Crummey Letters? (Episode 310)
    Dec 10 2024
    When managing an Irrevocable Life Insurance Trust (ILIT), one critical yet often overlooked step is sending Crummey letters to the beneficiaries. Have you sent yours?
    Show More Show Less
    28 mins
  • Does Your Homeowner’s Insurer Know Your Home Is In Your Trust (Episode 309)

    Does Your Homeowner’s Insurer Know Your Home Is In Your Trust (Episode 309)
    Dec 3 2024
    Did 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 from potential pitfalls!
    Show More Show Less
    21 mins
  • Understanding Digital Asset Reporting Requirements (Episode # 308)

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

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

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

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

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

    Why Your Special Needs Child Should Have a MiABLE Account (Episode # 303)
    May 28 2024
    Learn more about the importance of MiABLE accounts for special needs children!
    Show More Show Less
    20 mins