
July 5, 2021
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, 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
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December 7, 2020
Presented by Ben Murphy, CPA, PFS™, CPFA® : Before your first meeting with an attorney to draft or update your estate plan, he or she may send you
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July 22, 2020
Presented by Ben Murphy, CPA, PFS™, CPFA® : Although many of us don’t like to think about planning for a future that we won’t be around to
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