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...
Solutions for Managing Student Loan Debt

November 23, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Managing student loan debt has become one of the biggest financial planning challenges for many. In the Read More...
Caring for an Aging Parent

October 19, 2020

Presented by Ben Murphy, CPA, PFS™: Caring for aging parents can be a difficult planning aspect to balance. If you are among the “Sandwich Read More...
Financial Planning for Empty Nesters

July 20, 2020

Presented by Dean Elliott: Congratulations are in order! You planned ahead, saved money for education expenses, and now your child is off to college. Read More...
Protecting inheritances for married children depicts man writing their last testimony

November 19, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Statistics suggest that a high percentage of marriages will end in divorce. Although you may not be Read More...
Pet trust shows woman and her dog.

July 22, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Did you know that you can formally plan for the care of your pet in your estate planning? All U.S. Read More...