Estate Planning Binders
A practical guide to building and maintaining an estate planning binder - what to include, how to secure both physical and digital records, and when to update them.
Financial Advisor Certification
The CTFA (Certified Trust and Fiduciary Advisor) is a professional credential for trust officers and fiduciary wealth managers. It signals specialized knowledge in trust administration, investments, tax, and ethics. Verify current ABA requirements, exam format, fees, and continuing-education rules before applying.
Estate Planning Organizer
A modern estate planning organizer keeps legal papers, property records, improvement receipts, and digital account access secure and up to date so your home and assets transfer smoothly.
Pennsylvania Estate Planning
A practical update on Pennsylvania estate planning in 2025: basics (wills, powers of attorney, trusts), state inheritance tax and federal estate tax considerations, marital and incapacity issues, probate, and choosing the right professionals.