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What is a Will and Why Do I Need One?

What is a Will and Why Do I Need One?

by ACTEC Fellows Jean Gordon Carter and Elizabeth K. Arias Experts in estate planning answer questions families often ask about Wills, associated documents, beneficiaries and e-wills. Topics include: How a Will helps with the transfer of assets after death; What a...
How Does a Revocable Trust Avoid Probate?

How Does a Revocable Trust Avoid Probate?

by ACTEC Fellows Stacy Singer and Jonathan MichaelACTEC Fellows Stacy Singer and Jonathan Michael from Chicago, IL discuss in easy to understand terms the purpose and role of a revocable trust in avoiding probate, what a revocable trust can and cannot do, if a...
What is Joint Tenancy and When Should I Use It?

What is Joint Tenancy and When Should I Use It?

by ACTEC Fellows Richard R. Gans and Tami Conetta ACTEC Fellows Richard R. Gans and Tami Conetta of Sarasota, Florida offer professional information and insight regarding the topic of joint tenancy. The discussion answers what does JTWROS stand for, and the advantages...
What is Probate?

What is Probate?

by ACTEC Fellows Richard R. Gans and Phillip A. Baumann Richard Gans of Sarasota, Florida asks Phillip A. Baumann of Tampa, Florida explain what families should know about managing an individual’s assets after death and how probate works. What does it mean to be...
What is a Revocable Trust and do I need one?

What is a Revocable Trust and do I need one?

by ACTEC Fellow and Professor Mary Radford “What is a Revocable Trust and do I need one?” is critical estate planning information. Mary F. Radford, Professor of Law at Georgia State University, explains in everyday terms what you need to know.  Radford, a...