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5 Reasons to Update Your Estate Plan

5 Reasons to Update Your Estate Plan

estate planning by ACTEC Fellow Bernard Krooks J.D., CPA, LLM (in taxation) Understanding your Power of Attorney (POA) is critical to estate planning. It is the single most important document you can sign. Bernie Krooks, a nationally-recognized expert in all aspects...
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...
What is a Will and Why Do I Need One?

What is a Will and Why Do I Need One?

by ACTEC Fellows Jean Gordon Carter and Elizabeth K. Arias Experts in estate planning answer questions families often ask about Wills, associated documents, beneficiaries and e-wills. Topics include: How a Will helps with the transfer of assets after death; What a...