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.
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FIND AN ACTEC LAWYER 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.
Latest Estate Planning Videos
Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications.
Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.
Estate experts explain to heirs what they need to understand in an inheritance dispute, including their rights, contesting a will, and when to seek counsel.
A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.
Estate planning attorneys explain what consumers should be aware of when using AI and what their lawyer’s professional responsibilities should include.
Legal experts explain common scams against senior citizens, offer tips to avoid scams and outline steps to take if you are the victim of elder fraud.
Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.
Experts explain why you’ll want to add provisions regarding tangible personal property, such as furniture, vehicles, electronics, and jewelry, to your will or trust.
Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries’ future in this video.
Understand what’s involved in the role of a property or financial power of attorney (POA), what’s entailed, and what questions you should ask yourself.
