Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms, for every type of individual. It starts with building a foundation of Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Before hiring an estate planning attorney, there are a variety of factors to take into account, Read More...

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...

Presented by Kris Maksimovich, AIF®, CRPC®: Buying a home is one of the most stressful experiences and biggest financial commitments of many Read More...

By Kris Maksimovich, AIF®, CRPC®: If estate planning conjures up thoughts of rambling estates, stables and riding gear you’re missing the point Read More...

Download your printable 2018 year end financial planning checklist by clicking on the image. Read More...