ACTEC Estate Planning Essentials
Learn how a revocable trust can help avoid probate and maintain privacy for assets properly planned and transferred into a trust during a grantor’s lifetime.
Videos
ACTEC Estate Planning Essentials
Experts discuss joint tenancy, a form of property ownership where two or more people have interests in a property, often with a right of survivorship, JTWROS.
ACTEC Estate Planning Essentials
Learn how to avoid probate, a legal process to distribute a deceased person’s assets, which can be time-consuming, costly, and often involves court supervision.
ACTEC Estate Planning Essentials
A revocable trust is a flexible estate planning tool that avoids probate. Learn why you may need it for privacy, asset management, and to avoid probate.
ACTEC Estate Planning Essentials
Power of Attorney (POA) allows someone to make legal decisions on your behalf if you are unable. Understand why it is the most essential document you can sign.