Presented by Ben Murphy, CPA, PFS™: Before your first meeting with an attorney to draft or update your estate plan, he or she may send you a questionnaire to complete. This questionnaire will provide the attorney with basic information 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 Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Read More...

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...

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...

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...