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Gift Tax, the Annual Exclusion and Estate Planning

Gift Tax, the Annual Exclusion and Estate Planning

Gift Tax, the Annual Exclusion and Estate Planning by ACTEC Fellows Jean Gordon Carter and Janice L. Davies Find answers to commonly asked questions regarding giving someone a gift of money or assets. Understand when gift tax comes into play, how the age of the...
Estate Planning for a College Student or Young Adult

Estate Planning for a College Student or Young Adult

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...
Transferring Assets to a Minor Child

Transferring Assets to a Minor Child

Transferring Assets to a Minor Child by ACTEC Fellows Jonathan W. Michael and Sandra L. Perkins Find out more about how to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 plans, naming a caregiver for a minor child in a Will and more...
A Child’s Right to Information When a Parent Dies

A Child’s Right to Information When a Parent Dies

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...
5 Reasons to Update Your Estate Plan

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...