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Responsible Investing for the Modern Fiduciary

Responsible Investing for the Modern Fiduciary

“Responsible Investing for the Modern Fiduciary,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. How does sustainable and responsible investing intersect with fiduciary...
How to Sell a Law Practice

How to Sell a Law Practice

“How to Sell a Law Practice.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Joe Hodges, ACTEC Fellow from Denver. What are the considerations for selling a law practice? To learn more about this topic, you’ll be hearing today...
The Digital Will Revolution

The Digital Will Revolution

“The Digital Will Revolution.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. Millennials are known as the disruption generation. Now they are bringing that disruption...
What’s in Your Creditor Protection Toolbox for Clients?

What’s in Your Creditor Protection Toolbox for Clients?

“What’s in Your Creditor Protection Toolbox for Clients?”  That’s the subject of this ACTEC Trust and Estate Talk podcast. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. There are many tools available to planners to help them achieve clients’...