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Choosing an Executor or Trustee

Choosing an Executor or Trustee

by ACTEC Fellows Lorraine Cavataio and Stacy Singer Selecting an executor or trustee to oversee your will or trust requires careful consideration. ACTEC Fellows Lorraine Cavataio and Stacy Singer clarify the duties of an executor or trustee, traits to look for when...
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...