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 concerned about your own marriage, are you worried about protecting the assets of your Read More...
Credit Monitoring May Not Be Enough depicts woman's eye across 25 screens set in rows

September 10, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: According to TransUnion, 19 people fall victim to identity theft every minute! With a statistic like Read More...
Planning guide for unmarried couples.

September 4, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: No one likes to think about death, disability, or a breakup, but planning for the unexpected can help Read More...
Asset protection plan image shows stacked stones in splashing water.

July 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes Read More...
Digital image of two people exchanging ideas

July 5, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Before hiring an estate planning attorney, there are a variety of factors to take into account, Read More...
Planning Checklist With Pink Highlighter Checking Off Boxes on Paper

December 21, 2018

Presented by Kris Maksimovich, AIF®, CRPC®:  As 2018 draws to a close, it’s time to begin organizing your finances for the new year. To help you Read More...