
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 when the original trustee dies, resigns, or becomes incapacitated. A successor trustee’s
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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
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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:
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April 11, 2022
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.
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January 5, 2022
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures
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January 3, 2022
Presented by Gerard Longo, AIFA®, CPFA®: A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give
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