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
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
Learn what changing an irrevocable trust entails, what it means to decant a trust, what courts can do and other pitfalls from trust and estate experts.
Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.
Advance directives are documents that express an individual’s health care wishes. Learn more about a Living Will, Healthcare Proxy, MOLST, POLST, and DNR orders.
What legal documents should we have in place to prepare for an emergency, such as the Coronavirus pandemic?
The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn more from the experts.