What You Should Know About Trusts concept image depicts a young husband, wife, and two young daughters sitting together on a white sofa.

August 11, 2023

You may have heard the term discussed in financial advising or estate planning conversations, but what exactly is a trust? Our guide will help answer what you should know about trusts. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, Read More...
What should be included in a trust document and pen.

January 5, 2023

Wondering what assets should fund a living trust? Our guide helps you determine which are beneficial and which should be skipped and why. By Kris Read More...
Choosing Your Executor or Trustee photo of trustee man sitting on a desk while talking on the phone and reading a document.

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. Read More...