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5 Reasons to Update Your Estate Plan

5 Reasons to Update Your Estate Plan

5 Reasons to Update Your Estate Plan by ACTEC Fellows Nancy C. Hughes and Natalie M. Perry Learn when to update a Will or Trust, such as after a move or divorce, when your children grow up or if you have a business. ACTEC Fellows Nancy C. Hughes and Natalie M. Perry...
What to Consider When Setting Up Trusts for Children

What to Consider When Setting Up Trusts for Children

ACTEC Family Estate Planning Guide by ACTEC Fellows Natalie M. Perry and Tami Conetta What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? What should be considered if my child is married? These and other...
Choosing an Executor or Trustee

Choosing an Executor or Trustee

by ACTEC Fellows Lorraine Cavataio and Stacy Singer Selecting an executor or trustee to oversee your will or trust requires careful consideration. ACTEC Fellows Lorraine Cavataio and Stacy Singer clarify the duties of an executor or trustee, traits to look for when...