Family estate planning guides video series
The Family Estate Planning Guide video series contains short videos designed for estate planning clients interested in learning more about a variety of estate planning topics.
Videos are added to the Family Estate Planning Guide regularly. A list of all currently available videos and links to those videos can be found here: https://www.actec.org/estate-
Podcasts
Interested in learning more about estate planning? You can find more than 70 podcasts on estate planning and related matters on the ACTEC Trust & Estate Talks page here: PODCASTS
These podcasts are designed primarily for estate planning professionals, but clients interested in this area may find the topics of interest.
Forms
Colorado Judicial Branch - Forms
http://www.courts.state.co.us/Forms/Index.cfm
Colorado Secretary of State - Business Organizations
http://www.sos.state.co.us/pubs/business/businessHome.html
Information on non-profits
http://www.guidestar.org
Internal Revenue Service - Forms
http://www.irs.gov/Forms-&-Pubs
IRS Select Check (Charity Search Service)
http://www.irs.gov/Charities-&-Non-Profits/Exempt-Organizations-Select-Check
Tax Information for Charitable Organizations
http://www.irs.gov/Charities-&-Non-Profits/Charitable-Organizations
Tax Information for Private Foundation
http://www.irs.gov/Charities-&-Non-Profits/Private-Foundations
Denver Probate Court
http://www.courts.state.co.us/Courts/Denver_Probate/Index.cfm
City and County of Denver - Assessor’s Office
http://www.denvergov.org/property
Jefferson County = Assessor’s Office
http://jeffco.us/assessor
Adams County - Assessor’s Office
http://www.adcogov.org/assessor
Arapahoe County - Assessor’s Office
http://www.co.arapahoe.co.us/assessor
Planned Giving Design Center
http://www.pgdc.com
Colorado Bar Association - Resources for the Public
https://www.cobar.org/For-the-Public
What is a Probate?
https://youtu.be/W292fbDoCMA
What is a joint tenancy and when should I use it?
https://youtu.be/0CN6XreRBuQ
How does a revocable trust avoid probate?
https://youtu.be/guU7RS9gvMk
Questions
Should I Sign New Estate Planning Documents When I Move to a New State?
Individuals and families need to update estate planning documents when relocating to a new state. ACTEC Fellows Jonathan W. Michael and Anita M. Sarafa explain why in this short video.
What is a Will and Why Do I Need One?
Experts in estate planning, ACTEC Fellows Jean Gordon Carter and Elizabeth K. Arias, answer questions that families often have when preparing a will.
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.
How Does a Revocable Trust Avoid Probate?
ACTEC Fellows Stacy E. Singer and Jonathan W. Michael discuss 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 step individuals need to take when setting up a revocable trust.
What is Joint Tenancy and When Should I Use It?
ACTEC Fellows Richard R. Gans and Tami Conetta of Sarasota, Florida offer professional information and insight regarding the topic of joint tenancy.
ACTEC Fellows Richard R. Gans and Phillip A. Baumann discuss probate, probate administration of a decedent's (deceased person) and other probate-related topics.
What Is a Revocable Trust and Do I Need One?
Is a common question among families beginning estate planning. ACTEC Fellow Professor Mary F. Radford frequently gives presentations on estate planning and guardianship and shares her insights with families in this video.
Understanding Power of Attorney
Addresses a fundamental question in estate planning. ACTEC Fellow Bernie Krooks explains why a Power of Attorney (POA) is the most important estate document you can sign in this video presentation.