Irrevocable life insurance trusts

May 19, 2019

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 children’s education, to replace income used to support loved ones, even to pay for one’s own Read More...
Beneficiary choice image of wood nesting dolls

April 17, 2019

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...
Beneficiary closeup image of man's face

April 14, 2019

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...
Plan your charitable giving image with people putting hands together in the middle of the group.

January 25, 2019

By Kris Maksimovich, AIF®, CRPC®: A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need Read More...
Benefits of Private Foundations and Charitable Giving Image Shows Woman's Arm Coming Out of Laptop Computer Screen and Shaking a Hand in Partnership

November 13, 2018

By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The Read More...
Everyone Needs an Estate Plan With Smiling Couple Meeting With Financial Planner

October 30, 2018

By Kris Maksimovich, AIF®, CRPC®: If estate planning conjures up thoughts of rambling estates, stables and riding gear you’re missing the point Read More...