Learn the basics for retirement–when to take Social Security benefits, what legal documents to review when relocating in retirement, and how to align your estate plan with your financial goals. Explore key insights on Individual Retirement Accounts, inheritance rules, and strategies to protect your legacy.
Estate lawyers share tips for individuals living alone on how to plan for incapacity or illness for an extended amount of time and provide a review of critical power of attorney documents.
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.
