Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.
How to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 plans, naming a caregiver for a minor child in a Will and more.
What are your rights to information in a Will after the death of your parent or relative? Do you need a lawyer? Learn these answers and more in this video.
Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process.
Understand how to plan and manage your digital assets such as photos, email accounts and passwords during life and in your estate documents.
ACTEC Fellows discuss 5 reasons why you may want to update your Will and Estate Plan, such as after a move or divorce, when your children have grown or have substance abuse problems, or if you own a business.
What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? These and other questions are answered by estate planning advisors.
Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.
Understand what estate planning documents are impacted by a divorce from lawyers with expertise in estate planning in this short video.
When you move to a new state, do you need to update your estate planning documents? ACTEC Fellows discuss which document you need to update and why.
Estate planning can be overwhelming. Experts answer questions families often ask about Wills, associated documents, beneficiaries and e-wills.
IRA beneficiary designations can be confusing. Learn the essentials of IRAs and naming IRA beneficiaries from trust and estate experts.
Understand how a revocable trust helps families avoid probate from experts in the field, ACTEC Fellows Stacy Singer and Jonathan Michael.
ACTEC Fellows offer professional information regarding the joint tenancy including the advantages and disadvantages or holding assets in joint tenancy.
ACTEC Fellows discuss “What is Probate? in this informative short video for individuals and families.
Professor Mary Radford explains in everyday terms what you need to know about a Revocable Trust and if you need one through this informative video.
Understanding your Power of Attorney (POA) is critical in estate planning. Bernie Krooks, a nationally-recognized expert shares his expertise in this video.