Shows
No Longer Nomads30 - Why is Forgiveness So Hard? with Tom DoyleSend us a textWhy is forgiveness so hard? In this episode, Josh Doyle and Tom Doyle discuss the importance of forgiveness. From family and marriage tensions to global conflict, this episode delves deep into the struggle—and power—of forgiveness. Featuring stories from the Middle East, marriages restored, and what it means to live unoffended.This is a great one - and practical too!Thanks for listening. Have a guest suggestion? Reach out at nolongernomads.co If you like the content, be sure to give us a 5* revi...2025-04-2933 min
Tuesday with TomAn Audio Tour Of Our Virtual Office (Episode #257)In 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.2022-08-1620 min
Soul of the WildChat with Tom DoyleJosh and Tommy's dad, Tom Doyle, hopped on the show. Dreams of Jesus? That only happens in the Bible. Tune in to hear Tom's incredible stories from the Middle East. Don't miss this great conversation about what Jesus is doing in the hardest-to-reach areas of the world. Where there is persecution, the gospel spreads the fastest. 2021-12-0129 min
Tuesday with TomIs Your Estate Plan Missing Something? (Archived Episode # 150)In this archived episode Tom explains what every estate plan must include.2020-07-1423 min
Tuesday with TomWhen Do I Need a Living Trust? (Episode #198)Contrary 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.2020-06-3027 min
Tuesday with TomCan I Have a TOD on My Michigan Business? (Episode #195)Do 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 than transferring it now.2020-05-2627 min
Tuesday with TomModern Estate Planning Theory (Episode #194)When 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, including incapacity planning.2020-05-1921 min
Bona TalkA reaction podcast to The Last Dance with my brother Brian Doyle.We covered the dynamic between Jordan and Bulls Management, Jordan against the Celtics, his injury that held him back in year 2 and more!
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app2020-04-2022 min
Tuesday with TomHow To Access A Safe-Deposit Box After The Renter’s Death (Episode # 189)In today’s episode Tom discusses how to access a safe-deposit box after the renter’s death.2020-04-1425 min
Tuesday with TomShould You Sell Your Life Insurance Policy? (Episode #188)Are you thinking about selling your life insurance policy? Tom reviews important things to consider before selling the policy, including other possible options.2020-04-0725 min
Tuesday with TomEstate Planning From Home (Episode # 186)Are 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 plan prepared or updated from the comfort and security of your home.2020-03-2413 min
Tuesday with TomSt Patrick’s Day and Irish Heritage (Episode (185)Tom discusses his Irish family heritage, and some things that you might not have known about Ireland2020-03-1716 minBona TalkTOURNAMENT WEEK SPECIAL!Brian Doyle and I break down Tournament week and announce our picks and sleepers in ever tournament.
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app2020-03-1033 min
Tuesday with TomAre You Ready for Coronavirus Disease 2019? (Episode #183)It is not time to panic, but it is time to be prepared, and Tom suggests some things to consider as part of your preparation.2020-03-0323 min
Tuesday with TomSince My Home is For Sale, Do I Have to Put It In My Trust?n 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.2020-02-2515 min
Tuesday with TomDon’t Die Because of Confusion About Your End-Of-Life Wishes (Episode #180)In 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.2020-02-1117 minBona TalkEpisode 2- Brian Doyle joins the Pod to discuss Bonnie basketball.Recap of the Bonnie’s win vs Duquesne.
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app2020-02-1029 minTuesday with TomUTMA…a Trust Alternative for Minors (Episode #179)In 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 212020-02-0420 minTuesday with TomYour Power Of Attorney is Not Unlimited (Episode #177)Tom reviews the various limitations that apply to financial and/or medical powers of attorney2019-12-1030 min
Tuesday with TomWithout a Funeral Representative Your Estate Plan is Incomplete (Episode #175)Tom explains why your estate plan is not complete until you have appointed a Funeral Representative….even if you have pre-planned your funeral.2019-11-0516 min
Tuesday with TomCertificates of Deposit as Investments, and What is a CD Ladder?In this archived episode, Tom talks about Certificate of Deposit as investments, and how to make your CD yields higher with a CD ladder.2019-10-2929 min
Tuesday with TomSix Mistakes To Avoid When You Settle An Estate (Episode # 172)In 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.2019-10-0813 min
Tuesday with TomWhen Does My Power Of Attorney End? (Episode #171)In 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.2019-10-0115 min
Tuesday with TomDoes a Will Avoid Probate? (Episode #169)Tom answers this most frequently asked question...2019-09-1716 min
Tuesday with TomJust Say No - How to reject an inheritance (Episode #168)Tom discusses how to reject an inheritance by using Disclaimers…What they are…how they work…what they are used for. (Episode #168)2019-09-1024 min
Tuesday with TomWhy you should regularly visit the cemetery before you die (Episode #167)Tom 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 dies2019-09-0315 min
Tuesday with TomWhat Happens When The Beneficiary On An Account Dies Before You? (Episode #166)Tom discusses the use of beneficiary designations to avoid probate, and what happens if your named beneficiary dies before you.2019-08-2719 min
Tuesday with TomCasket burial and cremation … not your only options (Episode #165)More 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 are, and which are available in Michigan.2019-08-2021 min
Tuesday with TomDon’t Send Your Child Off to College Without Two Essential Documents (Episode #163)Did 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 documents that your child should have to give you that authority.2019-08-0616 min
Tuesday with TomLies People Tell Themselves To Avoid Estate Planning (Episode #152)In this archived episode, Tom discusses the 5 most common lies people tell themselves to avoid estate planning...are you guilty?2019-07-3017 min
Tuesday with TomWhen to Keep Your Adult Children’s’ Inheritance in Your Trust (Archived Episode #137)In 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.2019-07-1621 min
Tuesday with TomCasket burial and cremation … not your only options (Episode #160)More 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 available in Michigan.2019-07-0921 min
Tuesday with TomSix Reasons to choose a Trust over a Will (Episode #159)Not sure if you should have a Will or a Trust? Tom discusses six reasons for choosing a Trust over a Will.2019-07-0218 min
Tuesday with TomWhy You Might Need a New Certificate of Trust (Episode #158)Due 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 these changes are, and how banks, credit unions and financial services companies are requiring updated Certificates of Trust.2019-06-2523 min
Tuesday with Tom3 Reasons to Never Make Accounts Jointly Owned with a Child (Episode #157)Have 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.2019-06-1828 min
Tuesday with TomIs Michigan Holding Your Unclaimed Property? (Episode #156)The 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 out, and what to do to get it.2019-06-1122 min
Tuesday with TomLies People Tell Themselves To Avoid Estate Planning (Episode #152)Tom discusses the 5 most common lies people tell themselves to avoid estate planning...are you guilty?2019-05-1417 min
Tuesday with TomWhat Every Estate Plan Must Include (Episode #150)Based upon his 40 years of experience in working with clients, Tom explains what every estate plan must include.2019-04-3023 min
Tuesday with TomDon’t Let Your Child’s Inheritance Go to Their Spouse in a Divorce (Episode #148)In 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.2019-04-0924 min
Tuesday with TomWhat If the House in an Estate is Underwater? (Episode #145)In 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.2019-03-1924 min
Tuesday with Tom3rd Anniversary Celebration (Episode #142)As 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.2019-02-2623 min
Tuesday with TomWhat Can Happen If You Do Not Get a Deed When You Pay Off Your Land Contract? (Episode # 141)In 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.2019-02-1920 min
Tuesday with TomSince My Home is For Sale, Do I Have to Put It In My Trust? (Episode #140)In 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.2019-02-1220 min
Tuesday with TomWhen Does My Power Of Attorney Take Effect? (Episode # 139)In 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.2019-02-0521 min
Tuesday with TomUTMA…a Trust Alternative for Minors (Episode # 138)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 212019-01-2920 min
Tuesday with TomWhen to Keep Your Adult Children’s Inheritance in Your Trust (Episode # 137)In 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.2019-01-2221 min
Tuesday with TomHow to Protect Your Assets from Creditors with a Michigan Domestic Asset Protection TrustIn today’s episode, Tom explains what a Michigan Domestic Asset Trust is, and how it can be used to protect assets from your creditors.2019-01-1520 min
Tuesday with TomTo Get Remarried…or Not To Get Remarried? What Seniors Should Know (Episode #135)Tom discusses 3 important issues that every senior should consider before getting remarried.2019-01-0823 min
Tuesday with Tom3 Year End Charitable Gift Ideas - Top 10 Episodes From 2018 [Episode # 134]Tom suggests 3 ways to remember your favorite charities at Christmas time, and counts down the top 10 episodes from 2018.2018-12-1823 min
Tuesday with TomYour Power Of Attorney is Not Unlimited (Episode #133)Tom reviews the various limitations that apply to both financial and medical powers of attorney2018-12-1130 min
Tuesday with TomA 529 College Education Plan…The Perfect Christmas Gift for Children or Grandchildren [Episode #132]In 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.2018-12-0423 min
Tuesday with TomShould You Record The Deed Transferring Property to Your Trust? [Episode #131]Tom 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 protection for married people, and more.2018-11-2726 min
Tuesday with TomCan I Use A Beneficiary Designation To Transfer My Business At The Time Of My Death? [Episode #130]In 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.2018-11-2023 min
Tuesday with TomGet It In Writing….Tom discusses the importance of getting written confirmation of your beneficiary designations, and the problems that can result to your heirs when you don’t.2018-11-1320 min
Tuesday with TomWhat Happens When The Beneficiary On An Account Dies Before You?Tom discusses the use of beneficiary designations to avoid probate, and what happens if your named beneficiary dies before you.2018-11-0623 min
Tuesday with TomCertificates of Deposit as Investments, and What is a CD Ladder?Tom talks about Certificate of Deposit as investments, and how to make your CD yields higher with a CD ladder.2018-10-3029 minTuesday with TomThe Assisted Living Home You Want to Live InWhile 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 explores The Village Movement, a national movement to keep people in their own homes, and The Green House Project, where facilities are focused on you and your wellbeing and development.2018-10-2326 min
Tuesday with TomLooking Beyond the Law to Solve a Legal ProblemTom 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.2018-10-0922 min
Tuesday with TomThe Anatomy of a DeedTom 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.2018-10-0230 minTuesday with TomShould You Have An Irrevocable Trust?Tom explains what an Irrevocable Trust is, how it differs from a Revocable Trust, and how it might be used to avoid or minimize federal estate taxes, serve as an asset protection vehicle, or provide a tool for advanced Medicaid planning or Veterans Survivor's Benefits planning.2018-09-2521 min
Tuesday with TomThe Best Way to Disinherit ChildrenDo 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, or to keep your estate from going to your child’s spouse or creditors.2018-09-1821 minTuesday with TomWill the State of Michigan Take Your Home After You Receive Medicaid?In 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 result in the State forcing the sale of your home to reimburse the cost of Medicaid payments.2018-09-1113 min
Tuesday with TomWhat is a Checkbook IRA?On 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 option if you are interested in alternative investments.2018-09-0424 min
Tuesday with TomDoes My Will Override a Beneficiary Designation?Enjoy 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 insurance, annuities, retirement accounts and jointly owned real estate.2018-08-2819 min
Tuesday with TomLet’s Talk About a Self-Directed IRADid 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, or private loans, or gold, or digital currency. All of these investments can be held by a self-directed IRA.2018-08-2131 min
Tuesday with TomDon’t Send Your Child Off to College Without Two Essential DocumentsDid 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 documents that your child should have to give you that authority.2018-08-1419 min
Tuesday with TomHave You Made Your Burial Wishes Clear?While 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 family members during what is already a difficult time. Tom discusses the importance of pre-planning your funeral, and appointing a Funeral Representative to carry out your plan.2018-07-3119 min
Tuesday with TomThe Assisted Living Home You Want to Live InIf 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 homes, and The Green House Project, where facilities are focused on you and your wellbeing and development.2018-07-1726 min
Tuesday with TomWhen Do I Need a Living Trust?Contrary 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.2018-07-1027 minTuesday with TomWhat is a Do-Not Resuscitate Order (DNR), and how do you get one?Tom explains what a Do-Not Resuscitate Order (DNR) is, and how to get one.2018-07-0316 min
Tuesday with TomEight Questions to Ask Yourself Before Investing in AnythingWhile 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.2018-06-1222 min
Tuesday with TomWho Should Be the Beneficiary of My Life Insurance Policy - My Trust, Spouse or Children?Enjoy 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 policy2018-06-0515 min
Tuesday with TomWhat is the 5 Year Medicaid Look Back Period?Thinking 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.2018-05-2918 min
Tuesday with TomDo You Know What Is In Your Estate Plan Binder?In today’s episode, Tom discusses the importance of knowing what is in that 3 ring binder containing your estate plan documents.2018-05-2220 min
Tuesday with TomDo I Need a Will When I have a Trust?Do you think that you don’t need a Will because you have a Living Trust? Tom explains why you are wrong.2018-05-1518 min
Tuesday with TomIs Your Estate Plan Ready for Summer?Tom 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.2018-05-0816 min
Tuesday with TomDoes your Will Control What You Think it Does?Did 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 understand what your Will does and does not control, in order to be sure that your wishes will be met.2018-05-0119 minTuesday with TomWhy You Should Consider Transferring Your IRA Money to a Health Savings AccountIn 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 benefits2018-04-1714 min
Tuesday with TomHow You Can You Use Your IRA to Buy a HouseIn 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.2018-04-1017 min
Tuesday with TomThe Good, The Bad and The Ugly of Having Multiple TrusteesIn 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.2018-03-2718 minTuesday with TomWhen Do Your Various Estate Planning Documents Take Effect?Enjoy 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 Fact, Patient Advocate) can begin operating under the document.2018-03-2025 min
Tuesday with TomHow to Avoid the Six Most Common Estate Planning Mistakes - #3Over 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.2018-01-3016 minTuesday with TomHow to Avoid the Six Most Common Estate Planning Mistakes - #2In 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.2018-01-2319 minTuesday with TomHow to Avoid the Six Most Common Estate Planning Mistakes - #1Over 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.2018-01-1619 min
Tuesday with TomSix Mistakes To Avoid In Estate AdministrationTom discusses the six most common mistakes that people make when administrating or settling an estate, and provides tips on how to avoid them.2018-01-0913 min
Tuesday with TomHow Will the New Tax Law Signed by President Trump Affect My Estate Planning?Tom 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 2018.2018-01-0216 min
Tuesday with TomWhen Does Santa Have to Pay Gift Taxes?Tom discusses what Santa needs to know about taxes due on the gifts he leaves under your Christmas tree.2017-12-1919 min
Tuesday with TomSay “Merry Christmas” to your Children or Grandchildren with a 529 College Education PlanTom explains why using a 529 Plan can be a great way to pay for the costs of college education for children or grandchildren.2017-12-1216 min
Tuesday with TomHow to Correct Your Social Security Earnings RecordIn 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.2017-12-0519 minTuesday with TomArchived Program - Will the State of Michigan Take Your Home After You Receive Medicaid?While 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 estate after you die. Without proper planning, this can result in the State forcing the sale of your home to reimburse the cost of Medicaid payments.2017-06-0613 minTuesday with TomWhen Do Your Various Estate Planning Documents Take Effect?Tom 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 when the fiduciaries (i.e. Personal Representative, Trustee, Attorney in Fact, Patient Advocate) can begin operating under the document.2017-05-1625 min
Tuesday with TomThe Other Estate Planning Document That Everybody Should HaveTwo 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.2017-04-2514 min
Tuesday with TomWhat is the Best Way to Disinherit a Child?Tom 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 want their estates to end up going to their child’s spouse or creditors.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.2016-12-0639 min
Tuesday with TomWhat Happens To Your Pet When Something Happens to You?Tom 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 made concerning planning for your pets.Tom’s estate planning tip of the day is to consider making gifts to charities directly from your IRA.2016-11-2936 min
Tuesday with TomThanksgiving – What Are We Giving Thanks For?Tom 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 importance of funding your living trust.2016-11-2237 min
Tuesday with TomTax Consequences of Making Christmas Gifts to Family and FriendsWith 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, 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.2016-11-1540 min
Tuesday with TomShould You Sell Your Life Insurance Policy?Tom 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 “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.2016-11-0836 min
Tuesday with TomCan My Financial Advisor Help Me Prepare My Estate Plan?Although 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 service "Express Estate Plans", and how you can get your estate plan prepared by his office through your financial planner.2016-08-2334 min
Tuesday with TomSt Patrick's Day, Irish Heritage and Your Estate PlanTom 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 show :(2016-03-1535 min
Tuesday with TomDoesn't a Will Avoid Probate?Tom 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.2016-03-0830 min