Pet trust shows woman and her dog.

July 22, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Did you know that you can formally plan for the care of your pet in your estate planning? All U.S. states have enacted legislation authorizing the establishment of pet trusts. With a pet trust, Read More...
Asset protection plan image shows stacked stones in splashing water.

July 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes Read More...
Digital image of two people exchanging ideas

July 5, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Before hiring an estate planning attorney, there are a variety of factors to take into account, 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...
Beneficiary choice image of wood nesting dolls

April 17, 2019

Presented by Kris Maksimovich, AIF®, CRPC®:  Not only are IRAs an excellent way to save for your retirement, but they can also serve as a vehicle Read More...
Beneficiary closeup image of man's face

April 14, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you probably have Read More...