Getting Your Affairs in Order: Essential Legal Documents
Getting Your Affairs in Order: Essential Legal Documents by ACTEC Fellow Bernard A. Krooks What legal documents should we have in place to prepare for an emergency, such as the Coronavirus pandemic? Learn more about a Durable Power of Attorney (aka Financial Power of...
Coordinating Beneficiary Designations with the Overall Estate Plan
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
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...
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...Subscribe Now
ACTEC Trust & Estate Talk Podcasts
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