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
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.
What is a Revocable Trust and do I need one?
Professor Mary Radford explains in everyday terms what you need to know about a Revocable Trust and if you need one through this informative video.
Understanding Power of Attorney
Understanding your Power of Attorney (POA) is critical in estate planning. Bernie Krooks, a nationally-recognized expert shares his expertise in this video.