Young lawyer visiting old man in trust executor concept

November 8, 2023

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...
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 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...