What should be included in a trust document and pen.

January 5, 2022

By Kris Maksimovich, AIF®, CRPC®, 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 not, 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®, CRC®: Your estate plan isn’t complete until you appoint someone to carry out your wishes. Choosing Read More...
Considerations in trust funding image of engraved word in stone.

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 Read More...