ACTEC Estate Planning Essentials
Learn about alternatives to guardianship including revocable trusts, POA, medical orders and social security options from experts.
Videos
Planning for a Diverse and Equitable Future
Estate lawyers discuss how cultural competence can help trust and estate attorneys be more effective with clients in their increasingly diverse law practices.
ACTEC Estate Planning Essentials
Experts on supported decision-making explain how this alternative to guardianship for individuals with disabilities works and answer questions families may have
Planning for a Diverse and Equitable Future
Practical recommendations for professionals and law firms on increasing and retaining diverse people through mentoring, sponsorship, and recruiting efforts.
ACTEC Estate Planning Essentials
Estate planning experts explain why it is a bad idea to have an adult child as a co-signer on a bank account.
ACTEC Estate Planning Essentials
Experts in estate planning explain how inheritance and estate settlement work and what to know if you have been identified as a beneficiary in a will or trust.
Planning for a Diverse and Equitable Future
Charitable donation advisors offer suggestions to estate planning professionals for increasing client awareness of diversity, inequity and inclusion causes.
ACTEC Estate Planning Essentials
Understand your options when titling your home: Tenancy by the Entirety (TBE), Joint Tenants with Rights of Survivorship (JTWROS), and Tenancy in Common (TIC).
Planning for a Diverse and Equitable Future
A powerful story of a family’s journey from slavery to freedom thanks to a last will and testament that honors African Americans and Black History Month.
ACTEC Estate Planning Essentials
Understand the advantages and disadvantages of taking Social Security retirement benefits at different retirement ages and the impact on dependents.