Family Estate Planning Guide
The Family Estate Planning Guide offers families insight into the fundamentals of wills and trusts. “The video series gives ACTEC a platform to address frequently-asked questions and share the vast experience of our practitioners directly with consumers,” said ACTEC Past President Cynda C. Ottaway. “ACTEC Fellows serve a spectrum of clients – from individuals of modest wealth to large family businesses with complex interests – and our goal is to offer an educational resource to encourage planning for families of any means.”
Family Estate Planning Guide Videos
Should I Sign New Estate Planning Documents When I Move to a New State?
When you move to a new state, do you need to update your estate planning documents? ACTEC Fellows discuss which document you need to update and why.
What is a Will and Why Do I Need One?
Estate planning can be overwhelming. Experts answer questions families often ask about Wills, associated documents, beneficiaries and e-wills.
IRAs and IRA Beneficiaries
IRA beneficiary designations can be confusing. Learn the essentials of IRAs and naming IRA beneficiaries from trust and estate experts.
How Does a Revocable Trust Avoid Probate?
Understand how a revocable trust helps families avoid probate from experts in the field, ACTEC Fellows Stacy Singer and Jonathan Michael.
What is Joint Tenancy and When Should I Use It?
ACTEC Fellows offer professional information regarding the joint tenancy including the advantages and disadvantages or holding assets in joint tenancy.
What is Probate?
ACTEC Fellows discuss “What is Probate? in this informative short video for individuals and families.