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ACTEC Trust & Estate Talk

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and ... Read more

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Tips for Winding Up Charitable Entities

Tips for Winding Up Charitable Entities

What happens to charities upon the death of a founder, or is deemed a risk by those in control? Estate planners share t... Read more

25 Jul 2023

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SECURE Act 2.0 and Charitable Remainder Trusts

SECURE Act 2.0 and Charitable Remainder Trusts

A legal scholar explains a new law allowing IRA owners to transfer up to $50,000 directly to a charitable gift annuity ... Read more

18 Jul 2023

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