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...
Using a Charitable Remainder Trust for the Sale of an Appreciated Asset file folder.

January 3, 2022

Presented by Gerard Longo, AIFA®:  A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give money or 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...
Caring for an Aging Parent depicts elderly man and woman looking sideways from camera.

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...
Beneficiary closeup image of man's face

April 14, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you probably have 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...