ACTEC Estate Planning Essentials

Legal experts explain common scams against senior citizens, offer tips to avoid scams and outline steps to take if you are the victim of elder fraud.

ACTEC Estate Planning Essentials
Estate Planning for Freelancers and the Gig Economy

Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.

ACTEC Estate Planning Essentials
Tangible Personal Property in Estate Planning

Experts explain why you’ll want to add provisions regarding tangible personal property, such as furniture, vehicles, electronics, and jewelry, to your will or trust.

ACTEC Estate Planning Essentials
Funding Your Revocable Trust and Other Critical Steps

Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries’ future in this video.

ACTEC Estate Planning Essentials

Understand what’s involved in the role of a property or financial power of attorney (POA), what’s entailed, and what questions you should ask yourself.

ACTEC Estate Planning Essentials
Should I Serve as a Healthcare Agent Under a Power of Attorney (POA)?

Understand what you need to know about accepting the legal responsibility of a healthcare agent, aka a healthcare surrogate or healthcare proxy.

Planning for a Diverse and Equitable Future

An ACTEC Fellow describes his journey as a blind lawyer: lessons learned, job support, and recommendations for law firms hiring individuals with disabilities.

ACTEC Estate Planning Essentials

Attorneys explain the responsibilities and risks of being a trustee of a trust, a role that involves significant legal and ethical obligations.

ACTEC Estate Planning Essentials

Estate attorneys explain what individuals need to understand before agreeing to serve as an estate executor, such as probate, tax, and legal requirements.