Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A successor trustee is a person or institution who takes control of the trust assets when the original trustee dies, resigns, or becomes incapacitated. A successor trustee’s Read More...

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...

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...

Presented by Ben Murphy, CPA, PFS™, CPFA® : To ensure that your wishes will be carried out after your death, end of life planning is essential. Read More...

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures Read More...

Presented by Gerard Longo, AIFA®, CPFA®: A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give Read More...