
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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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
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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
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