ACTEC Estate Planning Essentials
Learn what retirement planning you need when moving overseas, such as document updates, guardianship considerations when moving with minor children, and more.
Videos
ACTEC Estate Planning Essentials
Small business owners need to plan for their company’s transition in their estate plan. Understand the impact of state laws, beneficiaries, estate taxes and more.
ACTEC Estate Planning Essentials
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
ACTEC Estate Planning Essentials
Learn what changing an irrevocable trust entails, what it means to decant a trust, what courts can do and other pitfalls from ACTEC trust and estate experts.
ACTEC Estate Planning Essentials
Estate planning experts explain the different types of special needs trusts, considerations to avoid losing public benefits like Medicaid, and potential pitfalls.
ACTEC Estate Planning Essentials
Advance directives are documents that express an individual’s health care wishes. Learn about a Living Will, Health Care Proxy, MOLST, POLST, and DNR orders.
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.
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.