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 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 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 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...Subscribe Now
ACTEC Trust & Estate Talk Podcasts
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
