2019 Summer Meeting Newsletter
Welcome to the Summer 2019 ACTEC Foundation newsletter. I am pleased to showcase the refreshed logo of the ACTEC Foundation for the first time in this newsletter. The new logo presents the ACTEC Foundation with additional tools to highlight the value the organization provides to the trust and estate profession and effectively communicate through mobilefriendly platforms. Expanding awareness of the good work of the ACTEC Foundation is one of my goals for the 2019-2020 year, and the refreshed logo combined with the regularly updated content on actecfoundation.org will help us achieve that goal. >> Continue reading.
Latest ACTEC Trust and Estate Talk Podcasts
Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Estate Talk podcast.
ACTEC Fellows discuss the importance of creating positive experiences for beneficiaries in your estate plan.