Learn when to update a will or trust, such as after a move or divorce, when your children grow up or if you have a business. ACTEC Fellows Nancy C. Hughes and Natalie M. Perry discuss 5 reasons you may want to update your Will and Estate Plan.

What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? What should be considered if my child is married? These and other questions are answered by ACTEC Fellows in this short video with Tami Conetta and Natalie M. Perry.

Selecting an executor or trustee to oversee your will or trust requires careful consideration. ACTEC Fellows Lorraine Cavataio and Stacy Singer clarify the duties of an executor or trustee, traits to look for when selecting an individual(s) executor or trustee and when to consider a corporate trustee.

Going through a divorce can be emotionally and financially stressful. Knowledge is power. Understand what estate planning documents are impacted by a divorce from ACTEC Fellows Richard R. Gans and Diana S.C. Zeydel, experts in the trust and estate field.

Understand why it’s important to review and update your estate planning documents, such as a Will, Power of Attorney, and Revocable Trust, following a move to a new state. ACTEC Fellows Jonathan W. Michael and Anita M. Sarafa explain to families what to be aware of and which estate planning documents to review after relocating…

Experts in estate planning, ACTEC Fellows Jean Gordon Carter and Elizabeth K. Arias, answer questions that families often have when preparing a Will. Topics include: How a Will helps with the transfer of assets after death; What a Will does not do; How do you create a Will; and Can you create a Will online,…

IRA beneficiary designations can be confusing. Learn the essentials of naming IRA beneficiaries from trust and estate experts and ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman. Understand the fundamentals of IRAs and naming IRA beneficiaries such as how to name a spouse, children, a trust, unborn children or charities as beneficiaries in this…

ACTEC Fellows Stacy E. Singer and Jonathan W. Michael from Chicago, IL discuss in easy to understand terms: the purpose and role of a revocable trust in avoiding probate, what a revocable trust can and cannot do, if a revocable trust can protect assets from creditors, and steps individuals need to take when setting up…

ACTEC Fellows Richard R. Gans and Tami Conetta of Sarasota, Florida offer professional information and insight regarding the topic of joint tenancy. The discussion answers what does JTWROS stand for, and the advantages and disadvantages or holding assets in joint tenancy.

ACTEC Fellows Richard R. Gans and Phillip A. Baumann discuss “What is Probate?” Understand what you need to know about managing an individual’s assets after a death, including how the court may be involved, from experts in the field of trust and estate management. Richard Gans of Sarasota, Florida asks Philip Baumann of Tampa, Florida…

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