Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Your estate plan isn’t complete until you appoint someone to carry out your wishes. Choosing your executor or trustee is important. Before selecting an obvious choice, such as Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you Read More...

Presented by Ben Murphy, CPA, PFS™, CPFA® : Before your first meeting with an attorney to draft or update your estate plan, he or she may send you Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Not only are IRAs an excellent way to save for your retirement, but they can also serve Read More...