End-of-Life Planning Checklist Asian aged couple meeting with advisor

April 11, 2022

Presented by Ben Murphy, CPA, PFS™: To ensure that your wishes will be carried out after your death, end of life planning is essential. But organizing your personal and financial affairs can be difficult if you don’t know where to Read More...
What should be included in a trust document and pen.

January 5, 2022

By Kris Maksimovich, AIF®, CRPC®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures their Read More...
Using a Charitable Remainder Trust for the Sale of an Appreciated Asset file folder.

January 3, 2022

Presented by Gerard Longo, AIFA®:  A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give money or Read More...
Choosing Your Executor or Trustee photo of trustee man sitting on a desk while talking on the phone and reading a document.

December 6, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Your estate plan isn’t complete until you appoint someone to carry out your wishes. Choosing Read More...
Executor guide shows man's hand writing last will words.

October 5, 2021

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 Read More...
Death of a Spouse or Partner With Man Carrying Flowers in Cemetery.

August 30, 2021

Presented By Tom Kennedy, CFP®: The death of a spouse or life partner is difficult enough without having to make decisions about a host of financial Read More...