This executor guide offers advice for getting organized and putting a plan in place to settle the estate as effectively and efficiently as possible. It also discusses what happens if you are unable to serve as trust when the time comes. 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 Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you Read More...