To avoid the possibility that a disabled loved one will lose government benefits because they have too much money, you may want to consider setting up a standby supplemental needs trust as part of your estate plan.

An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to be confused with a power of attorney (the document that allows you to delegate certain powers to an agent to act on your behalf while you are still living), a power of appointment…

Millennials are known to have markedly different social and professional traits compared to their Generation X and Baby Boomer parents.

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was signed into law on March 27,…

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.

Established by Congress in 2008, Estate Planning Awareness Week is observed annually during the third week in October to recognize the need, importance, and benefits of estate planning. Estate Planning Awareness Week is a great reminder not only to make sure your own estate plan is up to date, but also to talk to your…

What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? What should be considered if my child is married? These and other questions are answered by ACTEC Fellows in this short video with Tami Conetta and Natalie M. Perry.

Selecting an executor or trustee to oversee your will or trust requires careful consideration. ACTEC Fellows Lorraine Cavataio and Stacy Singer clarify the duties of an executor or trustee, traits to look for when selecting an individual(s) executor or trustee and when to consider a corporate trustee.

You just got married or had a child and decide it’s time to make an estate plan. Where do you start? What do you need? Should you just draft a will and be finished? Wills are important, but there is much more to an estate plan. Read on to learn about six important components you…

Maybe not the first thing people think about when they think about estate planning. But for many clients, their pets are a key part of their life and they want to make sure that if something happens, their pets will be properly cared for in the short and longer term. Some of us may remember…

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