Key Roles Involved in an Estate Plan by ACTEC Fellows Emily Kembell and Natalie M. Perry What is a fiduciary, agent, executor, trustee, or guardian? These people have critical roles in an estate plan, and it’s essential to understand who you might need to hire...
Can I Do a Will for Myself? by ACTEC Fellows Elizabeth K. Arias and Kerri L.S. Mast Understand the pros and cons of writing a will for yourself. There may be emergencies when it makes sense to handwrite a will but know where the risks lie. Laws for writing a will...
How to Talk with Your Family About Estate Planning by ACTEC Fellows Jonathan W. Michael and Michaelle D. Rafferty Every family situation is unique, so the questions of who, when and how? should I talk to my family about my will, healthcare power of attorney and...
How to Talk With Your Parents About Estate Planning by ACTEC Fellows Jean Gordon Carter and Linda Johnson Funke It’s never easy to have end-of-life conversations with your loved ones. How do you talk with your parents about their estate planning documents such as...
Estate Tax Returns by ACTEC Fellows Adam M. Damerow and Tye J. Klooster When does an estate tax return need to be filed? Does an estate tax return need to be filed with every decedent? ACTEC Fellows Adam M. Damerow and Tye J. Klooster provide a step-by-step overview...
What is Estate Administration? by ACTEC Fellows Carole M. Bass and Ray Prather Estate administration is the process by which an individual’s lifetime financial affairs are wound up and their property and assets are distributed after they die. This process...
