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...

Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Before hiring an estate planning attorney, there are a variety of factors to take into account, Read More...

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...

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...

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...