
January 5, 2022
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures their property will transfer quickly to their heirs. The truth is, whether you have a will or
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December 6, 2021
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Your estate plan isn’t complete until you appoint someone to carry out your wishes.
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August 9, 2021
Presented By Tom Kennedy, CFP®: A trust is a common estate planning tool that seeks to manage and control the distribution of your assets in the
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