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Advance Medical Directives: Living Will, Medical Orders (MOLST & POLST), DNR

Advance Medical Directives: Living Will, Medical Orders (MOLST & POLST), DNR

Apr 17, 2020 | ACTEC Estate Planning Essentials Video Library, Power of Attorney

Advance Medical Directives: Living Will, Medical Orders (MOLST & POLST), DNR by ACTEC Fellows Daniel G. Fish and Tara Anne Pleat Advance directives are documents that express an individual’s health care wishes. ACTEC Fellows Daniel G. Fish and Tara Anne Pleat...
Getting Your Affairs in Order: Essential Legal Documents

Getting Your Affairs in Order: Essential Legal Documents

Apr 2, 2020 | ACTEC Estate Planning Essentials Video Library, Power of Attorney

Getting Your Affairs in Order: Essential Legal Documents by ACTEC Fellow Bernard A. Krooks What legal documents should we have in place to prepare for an emergency, such as the Coronavirus pandemic? Learn more about a Durable Power of Attorney (aka Financial Power of...
Coordinating Beneficiary Designations with the Overall Estate Plan

Coordinating Beneficiary Designations with the Overall Estate Plan

Jan 3, 2020 | ACTEC Estate Planning Essentials Video Library, Wills & Trusts

Coordinating Beneficiary Designations with the Overall Estate Plan by ACTEC Fellows Frank T. Adams and Richard R. Gans Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process. ACTEC...
5 Reasons to Update Your Estate Plan

5 Reasons to Update Your Estate Plan

Nov 6, 2019 | ACTEC Estate Planning Essentials Video Library, Wills & Trusts

5 Reasons to Update Your Estate Plan by ACTEC Fellows Nancy C. Hughes and Natalie M. Perry Learn when to update a Will or Trust, such as after a move or divorce, when your children grow up or if you have a business. ACTEC Fellows Nancy C. Hughes and Natalie M. Perry...
Choosing an Executor or Trustee

Choosing an Executor or Trustee

Sep 10, 2019 | ACTEC Estate Planning Essentials Video Library, Special Needs, Wills & Trusts

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...
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