Episodes

  • Don’t Rely on Services Like Trust & Will or LegalZoom for Your Estate Plan

    Don’t Rely on Services Like Trust & Will or LegalZoom for Your Estate Plan
    Nov 11 2025
    You’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.
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    25 mins
  • More Things You Need to Know About a HELOC

    More Things You Need to Know About a HELOC
    Nov 4 2025
    If 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.
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    20 mins
  • Protecting Your Home from Fraudulent Deed Transfers with a HELOC

    Protecting Your Home from Fraudulent Deed Transfers with a HELOC
    Sep 23 2025
    Fraudulent 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.
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    27 mins
  • Goodbye, Paper Checks: What the New Federal E-Payments Mandate Means for You

    Goodbye, Paper Checks: What the New Federal E-Payments Mandate Means for You
    Sep 2 2025
    Today 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, vendor payments, and many refunds must be electronic, and your payments to the government will have to be electronic too.
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    18 mins
  • How Do I Change a Beneficiary Designation with My Will or Trust?

    How Do I Change a Beneficiary Designation with My Will or Trust?
    Aug 12 2025
    20 mins
  • Michigan Trust Owners: Don’t Share Your Whole Trust—Do This Instead

    Michigan Trust Owners: Don’t Share Your Whole Trust—Do This Instead
    Aug 5 2025
    If 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, stress, and privacy headaches.
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    16 mins
  • Estate & Gift Taxes: What Changed (and What Didn’t) in Trump’s Big Beautiful Bill

    Estate & Gift Taxes: What Changed (and What Didn’t) in Trump’s Big Beautiful Bill
    Jul 22 2025
    In 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 for your future!
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    19 mins
  • Why Older Americans May Be Better Off Staying Unmarried

    Why Older Americans May Be Better Off Staying Unmarried
    Jun 24 2025
    For 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 assets, benefits, and family inheritance. Learn the key issues to consider and how proper planning can provide peace of mind.
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    20 mins