Episodes

  • Does Santa Have to Pay Gift Taxes? (Episode 311)

    Does Santa Have to Pay Gift Taxes? (Episode 311)
    Dec 17 2024
    Ever 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.
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    33 mins
  • 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?
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    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!
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    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
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    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.
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    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
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    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.
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    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.
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    18 mins