Digital image of two people exchanging ideas

July 5, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Before hiring an estate planning attorney, there are a variety of factors to take into account, including your own needs and concerns and the experience level of the candidates you Read More...
Questions to Explore Before You Meet with Your Estate Planning Attorney Depicts Woman Reading Laptop.

December 7, 2020

Presented by Ben Murphy, CPA, PFS™: Before your first meeting with an attorney to draft or update your estate plan, he or she may send you a Read More...
Basic Estate Planning Documents shows hand drawing flowchart.

July 22, 2020

Presented by Ben Murphy, CPA, PFS™: Although many of us don’t like to think about planning for a future that we won’t be around to experience, Read More...