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How the SECURE Act May Impact Your Retirement Plan

How the SECURE Act May Impact Your Retirement Plan

How the SECURE Act May Impact Your Retirement Plan by ACTEC Fellows Steven E. Trytten and Nancy H. Welber The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. ACTEC Fellows Steven E. Trytten and Nancy H....
IRAs and IRA Beneficiaries

IRAs and IRA Beneficiaries

IRAs and IRA Beneficiaries by ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman IRA beneficiary designations can be confusing. Learn the essentials of naming IRA beneficiaries from trust and estate experts ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman....
Powers of Appointment: From Snoozy to Sexy

Powers of Appointment: From Snoozy to Sexy

“Powers of Appointment: From Snoozy to Sexy.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Karen Gerstner, ACTEC Fellow from Houston, Texas. Recent times have seen resurgent interest in powers of appointment. We...