An explanation of how Pay on Death (POD) accounts, aka TOD or Totten Trust, work and what account owners should be aware of before identifying a beneficiary.
Pitfalls of Pay on Death (POD) Accounts
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Retirement
Video Topics
Key Legal Considerations for Retirement Planning
Learn the basics for retirement–when to take Social Security benefits, what legal documents to review when relocating in retirement, and how to align your estate plan with your financial goals. Explore key insights on Individual Retirement Accounts, inheritance rules, and strategies to protect your legacy.
Tips for Individuals Living Alone (Part. 2 of 2)
Estate lawyers share tips for individuals living alone on how to plan for incapacity or illness for an extended amount of time and provide a review of critical power of attorney documents.
Tips for Individuals Living Alone (Pt. 1 of 2)
Estate lawyers share tips for individuals living alone to prepare for a healthcare or medical emergency, including a checklist and contact forms.
Common IRA Beneficiary Scenarios
There are no do-overs with IRA beneficiaries! Understand the typical IRA beneficiary scenarios and why it’s critical to review every time you set up an IRA.
529 Plan Pros and Cons
Estate experts answer parents’ and families’ questions about how 529 Plans work and what you need to keep in mind when saving for higher education.
Social Security Retirement Age and Benefits
Understand when you should take Social Security retirement benefits and how the decision may result in a reduction of income for dependents.
Utilizing Positive Psychology in Your Estate Plan
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
