
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
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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.
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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
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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
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