Estate Planning for a College Student or Young Adult by ACTEC Fellows Jean Gordon Carter and Katherine E. Ramsey Your child becomes a legal adult when they turn 18-years old. Understand what legal documents such as a Power of Attorney or health care proxy, you should...
A Child’s Right to Information When a Parent Dies by ACTEC Fellows Eric W. Penzer and Natalie M. Perry Does a child have any rights to information in an estate after the death of a parent? How are assets divided up in a Will? Do you need a lawyer? Do you have to...
Coordinating Beneficiary Designations with the Overall Estate Plan by ACTEC Fellows Frank T. Adams and Richard R. Gans Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process. ACTEC...
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 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?...
