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What You Should Know About Wills and Trusts
Assets & Taxes
Advance Medical Directives
Retirement Planning Legal Considerations
Probate
Estate Planning Video Library
Supported Decision-Making
Co-Signer on your Bank Account
Inheritance and Estate Settlement
Common Ways to Title Your Home
Social Security Retirement Age and Benefits
Owning Property and Titling Assets
Gift Tax Exemption
Who Pays Taxes on a Gift?
What is a Prenuptial Agreement?
What is Community Property?
Motivating Heirs with an Incentive Trust
Gift Tax, the Annual Exclusion and Estate Planning
Estate Planning in the 2020 Election Year
Retiring Abroad
Estate Planning Considerations for Small Business
Utilizing Positive Psychology in Your Estate Plan
Can I Change My Irrevocable Trust?
Special Needs Trusts
Advance Medical Directives
Getting Your Affairs in Order
SECURE Act's Impact on Retirement Planning
Estate Planning for a Young Adult
Transferring Assets to a Minor Child
A Child's Right to Information When a Parent Dies
Coordinating Beneficiary Designations
Digital Assets in Life and Death
5 Reasons to Update Your Estate Plan
Setting Up Trusts for Children
Choosing an Executor or Trustee
Divorce and Estate Planning
Estate Planning Documents Following a Move
What is a Will and Why Do I Need One?
IRAs and IRA Beneficiaries
How Does a Revocable Trust Avoid Probate?
What is Joint Tenancy and When Should I Use It?
What Is Probate?
What is a Revocable Trust and do I need one?
Understanding Power of Attorney
ACTEC Publications