There are no do-overs with IRA beneficiaries! Understand the typical IRA beneficiary scenarios and why it’s critical to review every time you set up an IRA.
Estate experts answer parents’ and families’ questions about how 529 Plans work and what you need to keep in mind when saving for higher education.
Understand when you should take Social Security retirement benefits and how the decision may result in a reduction of income for dependents.
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn more from the experts.
When you move to a new state, do you need to update your estate planning documents? ACTEC Fellows discuss which document you need to update and why.
IRA beneficiary designations can be confusing. Learn the essentials of IRAs and naming IRA beneficiaries from trust and estate experts.