Wills & Trusts | ACTEC Estate Planning Essentials

Wills & Trusts

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Wills & Trusts

Planning for the Future: Protecting Your Legacy With Wills and Trusts

Wills and trusts are essential legal tools for managing and distributing assets after death. While they share similar goals, each serves a distinct purpose in estate planning. Explore the differences, how to select an executor or trustee, and the risks of do-it-yourself estate planning.

Pet Trusts Explained: Ensure Your Pet’s Care After You’re Gone

Ensure your pet’s future with a pet trust! Learn how to set up, fund, and protect your pet’s care with expert estate planning tips.

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.

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.

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.

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.

Should I Serve as an Agent Under a Financial Power of Attorney (POA)?

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.