Episodios

  • Why A Will Doesn't Avoid Probate (Episode # 304)

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

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

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

    Should You Use a Professional Trustee? (Episode # 301)
    Mar 19 2024
    In today's episode Tom discusses some the reasons that you might consider using a professional trustee.
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    16 m
  • The Benefits Of A Trusteed IRA Over A Traditional IRA (Episode # 300)

    The Benefits Of A Trusteed IRA Over A Traditional IRA (Episode # 300)
    Mar 12 2024
    Discover what a Trusteed IRA is, and why it may be the better choice for you!
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    29 m
  • 6 Reverse Mortgage Myths (Episode # 299)

    6 Reverse Mortgage Myths (Episode # 299)
    Mar 5 2024
    If you are considering a reverse mortgage, don't be fooled by these 6 reverse mortgage myths.
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    18 m
  • What Happens If My Minor Child Receives My IRA? (Episode # 298)

    What Happens If My Minor Child Receives My IRA? (Episode # 298)
    Feb 27 2024
    If 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.
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    17 m
  • 8th Anniversary Episode (Episode #277)

    8th Anniversary Episode (Episode #277)
    Feb 20 2024
    Enjoy our 8th anniversary podcast in which Tom plays the very 1st podcast from February 23, 2016 "What Is An Estate Plan".
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    32 m