Considerations in Trust Funding

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 event of your death or incapacity. But as effective as trusts can be in managing assets, they Read More...
Caring for an Aging Parent

June 21, 2021

Presented by Ben Murphy, CPA, PFS™: Caring for an aging parent can be a difficult planning aspect to balance. If you are among the “Sandwich Read More...
Using a blind trust to sell restricted stock depicts a blindfolded business woman

April 12, 2021

Presented by Dean Elliott: Publicly traded companies often include corporate stock and stock options in key employees’ compensation packages. As a Read More...
Trust income tax depicts a businessman writing.

August 28, 2020

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 Read More...
Guide to Planning a Charitable Bequest

August 17, 2020

Presented By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to Read More...
Basic Estate Planning Documents

July 22, 2020

Presented by Ben Murphy, CPA, PFS™: Although many of us don’t like to think about planning for a future that we won’t be around to experience, Read More...