ACTEC Estate Planning Essentials
Understand what legal documents to have in place in preparation for an emergency, such as Power of Attorney, Healthcare Directives/Proxy, and Living Will.
Videos
ACTEC Estate Planning Essentials
The SECURE Act, enacted in 2019, changes everything regarding estate planning with retirement benefits. Learn what you need to know from the experts at ACTEC.
ACTEC Estate Planning Essentials
Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.
ACTEC Estate Planning Essentials
Estate attorneys explain how to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 Plans, how to name a caregiver, and more.
ACTEC Estate Planning Essentials
When a parent dies, laws determine how property is divided among their heirs per their will or estate documents. Understand offspring’s rights from experts.
ACTEC Estate Planning Essentials
Assets such as insurance, annuities, pensions, 401ks and IRAs have a beneficiary designation. Experts explain considerations when coordinating an estate plan.
ACTEC Estate Planning Essentials
Digital assets in estate plans include online accounts, cryptocurrencies, files, email, and media. Understand how to plan for their management and access.
ACTEC Estate Planning Essentials
Estate experts discuss five reasons to update your will and estate plan to account for business and life changes and to ensure your wishes stay aligned.
ACTEC Estate Planning Essentials
Experts explain the best way to leave assets to minor children, whether children should receive equal assets, considerations if your child is married, and more.
ACTEC Estate Planning Essentials
Learn how to select the right executor or trustee for your estate, their responsibilities, and other considerations of note for a smooth estate transition.