If you have significant wealth, one of the best ways to protect your family and transfer your wealth is through a dynasty trust.
On Valentine’s Day this year, you could try something different to show your love: Think about your estate plan and how you can protect and provide for your loved ones.
Etiquette can play a role in estate planning – a well-crafted estate plan ensures that your wishes are respected and that your loved ones are taken care of.
Here are a few of the important lessons we can learn from the estate planning of some of our country’s most famous political leaders.
When it comes to finding happiness for both you and your loved ones, consider how your estate planning might play a role in that process.
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.
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 discuss 5 reasons you may want to update your Will and Estate Plan.
Going through a divorce can be emotionally and financially stressful. Knowledge is power. Understand what estate planning documents are impacted by a divorce from ACTEC Fellows Richard R. Gans and Diana S.C. Zeydel, experts in the trust and estate field.
Understand why it’s important to review and update your estate planning documents, such as a Will, Power of Attorney, and Revocable Trust, following a move to a new state. ACTEC Fellows Jonathan W. Michael and Anita M. Sarafa explain to families what to be aware of and which estate planning documents to review after relocating…