Presented by Kris Maksimovich, AIF®, CRPC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you probably have questions about your rights and what to expect. The key is the trust document (i.e., the Read More...

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 Read More...

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

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...