Questions to Explore Before You Meet with Your Estate Planning Attorney

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 Read More...
Executor Guide

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 Read More...
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) 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...