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July 28, 2021Scott discusses some of the federal considerations of the estate planning process that impact same sex couples and non-traditional families.
Posted in: Video LibraryTags: Estate Plan, LGBTQ+
July 28, 2021Scott discusses some of the unique aspects of the estate planning process that impact same sex couples and non-traditional families.
Posted in: Video LibraryTags: Estate Plan, LGBTQ+
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Posted in: Video Library
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March 26, 2020The SECURE Act (Setting Every Community Up for Retirement Enhancement), enacted in December 2019, changes…
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March 5, 2020ACTEC Fellows Jean Gordon Carter and Katherine E. Ramsey discuss what documents you should discuss…
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February 13, 2020ACTEC Fellows Jonathan W. Michael and Sandra L. Perkins discuss how to transfer assets to…
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January 2, 2020Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms…
Posted in: Video Library
Scott discusses some of the federal considerations of the estate planning process that impact same sex couples and non-traditional families.
Scott discusses some of the unique aspects of the estate planning process that impact same sex couples and non-traditional families.
ACTEC Fellows Daniel G. Fish and Tara Anne Pleat define and discuss end-of-life advance medial…
ACTEC Fellow Bernard A. Krooks, an elder law expert, reviews the essential legal document such…
The SECURE Act (Setting Every Community Up for Retirement Enhancement), enacted in December 2019, changes…
ACTEC Fellows Jean Gordon Carter and Katherine E. Ramsey discuss what documents you should discuss…
ACTEC Fellows Jonathan W. Michael and Sandra L. Perkins discuss how to transfer assets to…
Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms…