Should I Sign New Estate Planning Documents When I Move to a New State? by ACTEC Fellows Jonathan Michael and Anita Sarafa Understand why it’s important to review and update your estate planning documents, such as a Will, Power of Attorney, and Revocable Trust,...
IRAs and IRA Beneficiaries by ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman IRA beneficiary designations can be confusing. Learn the essentials of naming IRA beneficiaries from trust and estate experts ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman....
How Does a Revocable Trust Avoid Probate? by ACTEC Fellows Stacy Singer and Jonathan Michael ACTEC 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...
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...
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...
