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 without it. One advantage of creating a trust is that the grantor can have it tailored to Read More...
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. Read More...
Irrevocable life insurance trusts

May 19, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for Read More...
Beneficiary closeup image of man's face

April 14, 2019

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...
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...