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®, CRC®: Your estate plan isn’t complete until you appoint someone to carry out your wishes. Choosing your executor or trustee is important. Before selecting an obvious choice, such as a spouse Read More...
Executor guide shows man's hand writing last will words.

October 5, 2021

Presented by Michael G. Wendlandt: This executor guide intends to help you in your role as executor of an estate. It explains the process and offers Read More...
Beneficiary closeup image of man's face

April 14, 2021

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