ACTEC Estate Planning Essentials

What You Should Know About Basic Estate Planning

ACTEC Fellows answer general estate planning questions in this video series. Fellows advise how to protect your assets and ensure your loved ones are taken care of. Estate planning involves arranging for the transfer of assets upon death or incapacity, including creating legal documents such as wills, trusts, and powers of attorney. Making a plan ensures assets are distributed according to one’s wishes, minimizes taxes and expenses, and protects assets from threats. Don’t leave the distribution of your assets to chance – gain the knowledge you need to make informed decisions.

Resources for your estate planning

From advance medical directives, to divorce considerations, to choosing the right trust for loved ones, ACTEC Fellows share their expertise in the ACTEC Estate Planning Essentials video series. 

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