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...

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...

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...

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...