Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that humanity, in large part, has spent a tremendous amount of effort pursuing throughout history. Early on, happiness likely came from simple victories such as having…

If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones will know how to manage your affairs if you become incapacitated or die. However, simply having a will or a trust and related estate planning documents is often not enough. A detailed inventory of all…

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…

Most people typically think about estate planning only in terms of planning for death. While it is certainly important to plan for what happens after you die, it is equally important to plan for instances where you may be incapacitated. As medical knowledge and technology have improved over the decades, so too has modern medicine’s…

After several days of counting ballots, Joe Biden has been declared the winner of the 2020 Presidential election by many major news outlets. Although we await the official certification of the election by each state, an official concession by President Trump, and the outcome of several pending lawsuits — which could take us into December…

As the first generation to grow up in the age of the internet, Millennials (born 1981 to 1996) are known to have markedly different social and professional traits compared to their Generation X and Baby Boomer parents. These include being more technologically inclined, identifying with different social causes, and waiting longer to get married and…

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…

Experts in estate planning, ACTEC Fellows Jean Gordon Carter and Elizabeth K. Arias, answer questions that families often have when preparing a Will. Topics include: How a Will helps with the transfer of assets after death; What a Will does not do; How do you create a Will; and Can you create a Will online,…

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…

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