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Inheritance and Estate Settlement

Inheritance and Estate Settlement

Inheritance and Estate Settlement by ACTEC Fellows Jean Gordon Carter and Kerri L.S. Mast​ After the death of a loved one, survivors want to know, when will I receive my inheritance? What happens to a person’s assets after they pass away? What if a person dies without...
Motivating Heirs with an Incentive Trust

Motivating Heirs with an Incentive Trust

Motivating Heirs with an Incentive Trust by ACTEC Fellows Tami Conetta and Thomas E. Simmons An incentive trust is an estate planning tool that includes benchmarks that trigger the trustee making greater or fewer trust distributions when a particular conduct or...
Gift Tax, the Annual Exclusion and Estate Planning

Gift Tax, the Annual Exclusion and Estate Planning

Gift Tax, the Annual Exclusion and Estate Planning by ACTEC Fellows Jean Gordon Carter and Janice L. Davies Find answers to commonly asked questions regarding giving someone a gift of money or assets. Understand when gift tax comes into play, how the age of the...
Estate Planning in the 2020 Election Year

Estate Planning in the 2020 Election Year

Estate Planning in the 2020 Election Year by ACTEC Fellows Ronald D. Aucutt and Stacy Singer How might the election affect estate planning, taxes and charitable giving? Learn what steps taxpayers may want to consider in 2020 and how to plan for future legislation,...
Estate Planning Strategies for Retiring Abroad

Estate Planning Strategies for Retiring Abroad

Estate Planning Strategies for Retiring Abroad by ACTEC Fellows Lyat Eyal and Natalie M. Perry Interested in retiring abroad? Learn what estate planning information to keep in mind when moving overseas, such as if your will or trust will be valid in another country,...
Estate Planning Considerations for Small Business Owners

Estate Planning Considerations for Small Business Owners

Estate Planning Considerations for Small Business Owners by ACTEC Fellows Natalie M. Perry and Michaelle D. Rafferty​ Small business owners need to plan for the transition of their company in their estate plan. Michaelle Rafferty and Natalie Perry, estate planning...