Presented by Kris Maksimovich, AIF®, CRPC®: Rule #1: When in doubt, refer to the trust document; an investment policy for a trust cannot be created without it. One advantage of creating a trust is that the grantor can have it tailored to Read More...

By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The Read More...

By Kris Maksimovich, AIF®, CRPC®: An astounding 70% of inter-generational wealth transfers fail by the time they make it to the second generation. Read More...

Presented by Kris Maksimovich: We all know that federal income taxes are withheld from our paychecks. But are you aware of the degree of control you Read More...

Presented by Kris Maksimovich  With every news story about the latest Powerball jackpot, it’s only natural to wonder, “What would I do if I won Read More...

Tax cuts and jobs act of 2017 is presented by Kris Maksimovich  On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017 (the Read More...