Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A successor trustee is a person or institution who takes control of the trust assets when the original trustee dies, resigns, or becomes incapacitated. A successor trustee’s Read More...

Presented by Ben Murphy, CPA, PFS™, CPFA® :  “What’s yours is mine and what’s mine is yours” is a typical mantra of married couples. But Read More...

Wondering what assets should fund a living trust? Our guide helps you determine which are beneficial and which should be skipped and why. By Kris Read More...

If you're worried about avoiding probate, transfer on death (TOD) accounts are a relatively new option for clients. Learn more about the features: Read More...

Presented by Gerard Longo, AIFA®, CPFA®: A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give Read More...

Presented by Ben Murphy, CPA, PFS™, CPFA® : The basis of property inherited upon death is traditionally known as the fair market value (FMV) on Read More...