Caring for an Aging Parent

October 19, 2020

Presented by Ben Murphy, CPA, PFS™: Caring for aging parents can be a difficult planning aspect to balance. If you are among the “Sandwich Generation,” you may be trying to support your aging parents as well as your own children. Read More...
Guide to Planning a Charitable Bequest

August 17, 2020

By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a 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...
A 7-Point Checklist for Your Estate Plan

July 17, 2020

Presented by Kevin M. Curley, II, CFP®: When it comes to estate planning, executing your will and other estate documents is only the first step. To Read More...
Estate Planning Paper, Calculator, Pen and Reading Glasses

April 8, 2020

By Tom Kennedy, CFP®: In these trying times, your estate plan may not be top of mind. But an up-to-date plan can help you manage family matters Read More...
Trust income tax depicts a businessman writing.

August 28, 2019

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...