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...
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...
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, following a move to a new state. ACTEC Fellows Jonathan Michael and Anita...
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...
