ACTEC today released “Getting Your Affairs in Order: Essential Legal Documents” an ACTEC Family Estate Planning Guide video providing relevant information about legal documents Americans should have in place for emergencies like COVID-19.
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ACTEC today released a 100th podcast special episode underscoring the significance of its now weekly series, ACTEC Trust and Estate Talk, launched in 2018. ACTEC podcasts offer the expertise of Fellows who provide best practice advice, insights and commentary on subjects relevant to those in the wealth management profession.
- Pass-Through Entities Held by Trusts
- Formula Transfers for Estate Planning
- Business Gifts When Selling a Business
- Blog Posts & Upcoming Events
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ACTEC today announced that 12 new Regents were elected to its Board of Regents at the College’s Annual Business Meeting held Friday, March 6, 2020 in Boca Raton, Florida. ACTEC’s Board of Regents is the governing body of the College.
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Coronavirus fears: You have money questions, CNBC asked experts to answer them