ACTEC Estate Planning Essentials
When a parent dies, laws determine how property is divided among their heirs per their will or estate documents. Understand offspring’s rights from experts.
Videos
ACTEC Estate Planning Essentials
Assets such as insurance, annuities, pensions, 401ks and IRAs have a beneficiary designation. Experts explain considerations when coordinating an estate plan.
ACTEC Estate Planning Essentials
Digital assets in estate plans include online accounts, cryptocurrencies, files, email, and media. Understand how to plan for their management and access.
ACTEC Estate Planning Essentials
Estate experts discuss five reasons to update your will and estate plan to account for business and life changes and to ensure your wishes stay aligned.
ACTEC Estate Planning Essentials
Experts explain the best way to leave assets to minor children, whether children should receive equal assets, considerations if your child is married, and more.
ACTEC Estate Planning Essentials
Learn how to select the right executor or trustee for your estate, their responsibilities, and other considerations of note for a smooth estate transition.
ACTEC Estate Planning Essentials
Divorce affects estate plans. Understand why you should review your will, trust, and beneficiaries and consider new assets distribution to confirm your intent.
ACTEC Estate Planning Essentials
A discussion between estate planning professionals about why estate planning documents should be reviewed and updated following a move to a new state.
ACTEC Estate Planning Essentials
Estate planning experts explain a critical legal document, a will, that outlines your wishes for asset distribution, guardianship, and more after your death.
ACTEC Estate Planning Essentials
An Individual Retirement Account (IRA) is a tax-advantaged savings account for retirement. Learn the essentials about IRAs from trust and estate attorneys.