Everyone Needs an Estate Plan With Smiling Couple Meeting With Financial Planner

November 8, 2023

Do I need an estate plan? Sadly, many people put off creating an Estate plan or think they don’t have enough assets to bother with it. This can create a headache for heirs who must wait to receive their inheritance after probate. It can Read More...
Young lawyer visiting old man in trust executor concept

November 8, 2023

This executor guide offers advice for getting organized and putting a plan in place to settle the estate as effectively and efficiently as possible. Read More...
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 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® :  “What’s yours is mine and what’s mine is yours” is a typical mantra of married couples. But Read More...