What You Should Know About Trusts concept image depicts a young husband, wife, and two young daughters sitting together on a white sofa.

August 11, 2023

You may have heard the term discussed in financial advising or estate planning conversations, but what exactly is a trust? Our guide will help answer what you should know about trusts. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, Read More...
Business Estate Planning Paper, Calculator, Pen and Reading Glasses

July 7, 2023

Business Estate planning alone isn’t enough protection for business owners, who need to also consider succession plans as well as financial, legal, Read More...
The Successor Trustee’s Role

February 14, 2023

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A successor trustee is a person or institution who takes control of the trust assets Read More...
Inheriting Debt from a Family Member concept depicts Stressed woman carrying on her back shoulders large box.

January 21, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® :  Thinking about a loved one’s outstanding debt is the last thing on anyone’s mind when a family Read More...
What should be included in a trust document and pen.

January 5, 2023

Wondering what assets should fund a living trust? Our guide helps you determine which are beneficial and which should be skipped and why. By Kris Read More...
Transfer on Death TOD Account

December 5, 2022

If you're worried about avoiding probate, transfer on death (TOD) accounts are a relatively new option for clients. Learn more about the features: Read More...