• Robert J. Kolasa

ACTEC Family Estate Planning Guide

Updated: Oct 12

The ACTEC Family Estate Planning Guide offers families insight into the fundamentals of wills and trusts to encourage planning. This resource taps some honored ACTEC Fellows to help explain to families some of the basics of Wills, estate planning and guardianship. Topics include:

Motivated Heirs with an Incentive Trust

Gift, tax and Annual Exclusion and Estate Planning

Estate Planning Consideraitons for Small Buinesss Owners

Special Needs Trusts

Advanced Medical Directives

Transferring Assets to a Minor Child

5 Reasons to Update your Estate Plan

Coordinating Beneficiary Desigations

Divorce and Estate Planning

What is a Revocable Trust and Do I Need One?

Understanding Power of Attorney


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1401 N. Western Avenue, 2nd Floor
Lake Forest, IL 60045

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Tel: 847-234-6262

Fax: 847-234-7629

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