Basic Estate Planning Documents

July 22, 2020

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...
A 7-Point Checklist for Your Estate Plan

July 17, 2020

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...
Charitable Giving Incentives Under the CARES Act

June 22, 2020

Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable Read More...
Are You Liable for Spousal Debt?

May 21, 2020

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...
Estate Planning Paper, Calculator, Pen and Reading Glasses

April 8, 2020

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...
Advanced directives shows older man in a wheelchair

November 20, 2019

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...