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 when the original trustee dies, resigns, or becomes incapacitated. A successor trustee’s Read More...
Choosing Your Executor or Trustee photo of trustee man sitting on a desk while talking on the phone and reading a document.

December 6, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Your estate plan isn’t complete until you appoint someone to carry out your wishes. Read More...
Executor guide shows man's hand writing last will words.

October 5, 2021

Presented by Gerard Longo, AIFA®, CPFA®: This executor guide intends to help you in your role as executor of an estate. It explains the process and Read More...
Beneficiary closeup image of man's face

April 14, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you Read More...