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 alone isn’t enough protection for business owners, who need to also consider succession plans as well as financial, legal, Read More...

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...

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...

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...

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...