ACTEC Family Estate Planning Guide
Updated: Oct 11, 2020
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