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.
Videos
ACTEC Estate Planning Essentials
Divorce affects estate plans. Understand why you should review your will, trust, and beneficiaries and consider new assets distribution to confirm your intent.
ACTEC Estate Planning Essentials
A discussion between estate planning professionals about why estate planning documents should be reviewed and updated following a move to a new state.
ACTEC Estate Planning Essentials
Estate planning experts explain a critical legal document, a will, that outlines your wishes for asset distribution, guardianship, and more after your death.
ACTEC Estate Planning Essentials
An Individual Retirement Account (IRA) is a tax-advantaged savings account for retirement. Learn the essentials about IRAs from trust and estate attorneys.
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.
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.