What You Should Know About Trusts concept image depicts a young husband, wife, and two young daughters sitting together on a white sofa.

What is a Trust?

August 11, 2023

You may have heard the term discussed in financial advising or estate planning conversations, but exactly what is a trust? Our guide will help answer what you should know about trusts. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, Read More...

What Should be Included in a Living Trust?

January 5, 2023

Wondering what assets should fund a living trust? Our guide helps you determine which are beneficial and which should be skipped and why. By Kris Read More...

Trust income tax depicts a businessman writing.

10 Rules of Thumb for Trust Income Taxation

August 28, 2022

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...

Using a Charitable Remainder Trust for the Sale of an Appreciated Asset file folder.

Charitable Remainder Trust for Sale of Appreciated Assets

January 3, 2022

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

Irrevocable Life Insurance Trusts

May 19, 2019

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...