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Consejos esenciales de planificacion patrimonial para latinos

En honor al Mes Nacional de la Herencia Hispana, que coincide con el Mes Nacional de Planificación Patrimonial, ACTEC lanzó el video Consejos Básicos en Planificación para crear un recurso crucial en español para que los latinos en los Estados Unidos protejan y leguen la riqueza generacional.

Essential Estate Planning Tips for Latinos

In celebration of Hispanic Heritage Month, ACTEC released the video Consejos Basicos en Planificacion Paternal to provide insight as to why it is critical to develop estate planning documents, such as a will and power of attorney, to protect, preserve, and distribute assets at death or during incapacity.

Consejos Básicos en Planificación Paternal

Información para latinos que explica la necesidad de tener documentos esenciales de planificación patrimonial para proteger, preservar y distribuir activos en caso de muerte o emergencia.

Common IRA Beneficiary Scenarios

There are no do-overs with IRA beneficiaries! Understand the typical IRA beneficiary scenarios and why it’s critical to review every time you set up an IRA.

The ACTEC Foundation Announces Mary Moers Wenig 2022 Student Writing Competition Winners

Three law students’ submissions stood out among 16 entries received and reviewed by a panel of judges appointed by the Legal Education Committee of ACTEC. ACTEC Fellow T. Randolph Harris, who chaired the judging process, said, “Because of the high quality of the papers this year, the judges had a difficult task selecting the winners.

Understanding Funding Agreements

Learn key elements that should be included in funding agreements including five essential recommendations to help them stand up to court scrutiny.

Migrating Clients from Common Law to Community Property States (and Vice-Versa)

Hear guidance for clients moving from a common law to a community property state, how to avoid common mistakes, and differences between community property states.

Cryptocurrency in Retirement Accounts

Can retirement accounts hold cryptocurrency? Guidance on what’s allowed, the legal uncertainties, risks and benefits of cryptocurrency in IRA and 401k accounts.

IRS Proposes Mortality Assumptions Update for Section 7520

Updated IRS mortality assumptions have arrived. An overview of the updated tables, how the numbers work, and actions to consider before regulations become final.

Paying and Reducing Estate Tax with a Graegin Loan

Learn how to use a Graegin loan to pay for and reduce estate tax when interest rates are high, and how to avoid Graegin loan missteps.

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