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...

By Kris Maksimovich, AIF®, CRPC®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures their Read More...

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...

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...

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...

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...