By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures their property will transfer quickly to their heirs. The truth is, whether you have a will or Read More...

Presented by Gerard Longo, AIFA®, CPFA®: A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give Read More...

Presented By Tom Kennedy, CFP®: A trust is a common estate planning tool that seeks to manage and control the distribution of your assets in the Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Rule #1: When in doubt, refer to the trust document; an investment policy for a trust Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for Read More...