Pet trust shows woman and her dog.

July 22, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Did you know that you can formally plan for the care of your pet in your estate planning? All U.S. states have enacted legislation authorizing the establishment of pet trusts. With a pet trust, Read More...
Everyone Needs an Estate Plan With Smiling Couple Meeting With Financial Planner

October 30, 2018

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...