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, a well-thought-out estate plan helps manage and preserve assets during life and conserve 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 Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable 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...

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...

Presented by Kris Maksimovich, AIF®, CRPC®: If you became seriously ill and could no longer communicate your wishes, how would you want to be cared Read More...