By Kris Maksimovich, AIF®, CRPC®, CRC®: Business continuity is a tool for handling the transfer of a business to a different owner when the original owner leaves, dies, or becomes incapacitated.  A continuity plan protects short-term Read More...

By Kris Maksimovich, AIF®, CRPC®, CRC®: Planning for a successful future is not a one-size-fits-all plan. Your business needs are unique from all 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®: What does business continuation planning look like and who are the participants? Below is a glossary of Read More...