
December 7, 2020
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
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October 5, 2020
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
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August 24, 2020
Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE)
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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,
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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
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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
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