Executor Guide

October 5, 2020

Presented by Michael G. Wendlandt: This executor guide intends to help you in your role as executor of an estate. It explains the process and offers advice for getting organized and putting a plan in place to settle the estate as Read More...
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Read More...
Basic Estate Planning Documents

July 22, 2020

Presented by Ben Murphy, CPA, PFS™: Although many of us don’t like to think about planning for a future that we won’t be around to experience, Read More...
A 7-Point Checklist for Your Estate Plan

July 17, 2020

Presented by Kevin M. Curley, II, CFP®: When it comes to estate planning, executing your will and other estate documents is only the first step. To Read More...
Are You Liable for Spousal Debt?

May 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: “What’s yours is mine and what’s mine is yours” is a typical mantra of married couples. But Read More...
Estate Planning Paper, Calculator, Pen and Reading Glasses

April 8, 2020

By Tom Kennedy, CFP®: In these trying times, your estate plan may not be top of mind. But an up-to-date plan can help you manage family matters Read More...