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...
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...
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...
Should I Sign New Estate Planning Documents When I Move to a New State? by ACTEC Fellows Jonathan Michael and Anita Sarafa Understand why it’s important to review and update your estate planning documents, such as a Will, Power of Attorney, and Revocable Trust,...
