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Key Roles Involved in an Estate Plan

Key Roles Involved in an Estate Plan

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?

Can I Do a Will for Myself?

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...
Estate Tax Returns

Estate Tax Returns

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?

What is Estate Administration?

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...