{"id":112,"date":"2023-05-04T20:08:22","date_gmt":"2023-05-04T20:08:22","guid":{"rendered":"https:\/\/actec.matrixdev.net\/?page_id=112"},"modified":"2024-01-08T13:47:07","modified_gmt":"2024-01-08T18:47:07","slug":"estate-planning-essentials","status":"publish","type":"page","link":"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/","title":{"rendered":"ACTEC Estate Planning Essentials"},"content":{"rendered":"\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>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&#8217;s wishes, minimizes taxes and expenses, and protects assets from threats. Don&#8217;t leave the distribution of your assets to chance &#8211; gain the knowledge you need to make informed decisions.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\r\n    <div class=\"overflow-hidden mg-block-cta mg-check-external-links\">\r\n        <h2 class=\"font-heading text-xl font-semibold mt-0 mb-6\">\r\n            Find a Skilled Wills and Trusts Attorney        <\/h2>\r\n\r\n                    <hr class=\"my-6\">\r\n        \r\n\r\n        <p>ACTEC Fellows are exceptional trust and estate lawyers practicing in the U.S. and around the world. Search for an attorney in your area.<\/p>\n\r\n                                <a class=\"wp-block-button__link\" href=\"https:\/\/actec.matrixdev.net\/find-a-lawyer\/\"  >\r\n                FIND AN ACTEC LAWYER            <\/a>\r\n            <\/div>\r\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-tertiary-alt-background-color has-background is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group alignwide is-style-no-margin-top is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-left is-style-blue-quote is-style-no-margin-top has-4-xl-font-size\">Resources for your estate planning<\/h2>\n\n\n\n<p class=\"has-heading-font-family has-large-font-size\">From advance medical directives, to divorce considerations, to choosing the right trust for loved ones, ACTEC Fellows share their expertise in the <strong>ACTEC Estate Planning Essentials <\/strong>video series.\u00a0<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">    <a href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/wills-trusts\/\"   class=\"block overflow-hidden aspect-20\/11 w-full h-auto bg-primary text-white links-white mg-filter mg-filter--subtle mg-filter--has-hover-medium font-heading lg:text-lg uppercase text-center  mg-image-link mg-check-external-links\">\r\n\r\n                    <img decoding=\"async\" alt=\"2 woman shaking hands\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/handshake.png\" class=\"object-cover w-full h-full block absolute top-0 left-0 mg-graphic-layer\" \/>\r\n        \r\n\r\n        <div class=\"mg-block-content absolute bottom-0 w-full flex flex-col items-center p-4 pb-8 leading-tight\">\r\n                            <img decoding=\"async\" alt=\"\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/wills_trust.svg\" class=\"mg-icon mb-2 block\" \/>\r\n                        <div>Wills &amp; Trusts<\/div>\r\n        <\/div>\r\n\r\n    <\/a>\r\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">    <a href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/assets-taxes\/\"   class=\"block overflow-hidden aspect-20\/11 w-full h-auto bg-primary text-white links-white mg-filter mg-filter--subtle mg-filter--has-hover-medium font-heading lg:text-lg uppercase text-center  mg-image-link mg-check-external-links\">\r\n\r\n                    <img decoding=\"async\" alt=\"a couple speaking with a consultant\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/consultant.png\" class=\"object-cover w-full h-full block absolute top-0 left-0 mg-graphic-layer\" \/>\r\n        \r\n\r\n        <div class=\"mg-block-content absolute bottom-0 w-full flex flex-col items-center p-4 pb-8 leading-tight\">\r\n                            <img decoding=\"async\" alt=\"\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/hand_with_gift.svg\" class=\"mg-icon mb-2 block\" \/>\r\n                        <div>Assets &amp; Taxes<\/div>\r\n        <\/div>\r\n\r\n    <\/a>\r\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">    <a href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/advance-medical-directives\/\"   class=\"block overflow-hidden aspect-20\/11 w-full h-auto bg-primary text-white links-white mg-filter mg-filter--subtle mg-filter--has-hover-medium font-heading lg:text-lg uppercase text-center  mg-image-link mg-check-external-links\">\r\n\r\n                    <img decoding=\"async\" alt=\"close up of stethoscope\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/stethoscope.png\" class=\"object-cover w-full h-full block absolute top-0 left-0 mg-graphic-layer\" \/>\r\n        \r\n\r\n        <div class=\"mg-block-content absolute bottom-0 w-full flex flex-col items-center p-4 pb-8 leading-tight\">\r\n                            <img decoding=\"async\" alt=\"\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/medical.svg\" class=\"mg-icon mb-2 block\" \/>\r\n                        <div>Advance Medical Directives<\/div>\r\n        <\/div>\r\n\r\n    <\/a>\r\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-3 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">    <a href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/retirement-legal-planning-considerations\/\"   class=\"block overflow-hidden aspect-20\/11 w-full h-auto bg-primary text-white links-white mg-filter mg-filter--subtle mg-filter--has-hover-medium font-heading lg:text-lg uppercase text-center  mg-image-link mg-check-external-links\">\r\n\r\n                    <img decoding=\"async\" alt=\"close up of eye glasses, pen and calculator on a table\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/calculator.png\" class=\"object-cover w-full h-full block absolute top-0 left-0 mg-graphic-layer\" \/>\r\n        \r\n\r\n        <div class=\"mg-block-content absolute bottom-0 w-full flex flex-col items-center p-4 pb-8 leading-tight\">\r\n                            <img decoding=\"async\" alt=\"\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/vacation.svg\" class=\"mg-icon mb-2 block\" \/>\r\n                        <div>Retirement Planning<\/div>\r\n        <\/div>\r\n\r\n    <\/a>\r\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">    <a href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/probate\/\"   class=\"block overflow-hidden aspect-20\/11 w-full h-auto bg-primary text-white links-white mg-filter mg-filter--subtle mg-filter--has-hover-medium font-heading lg:text-lg uppercase text-center  mg-image-link mg-check-external-links\">\r\n\r\n                    <img decoding=\"async\" alt=\"older woman reviewing document with man\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/checking_document.png\" class=\"object-cover w-full h-full block absolute top-0 left-0 mg-graphic-layer\" \/>\r\n        \r\n\r\n        <div class=\"mg-block-content absolute bottom-0 w-full flex flex-col items-center p-4 pb-8 leading-tight\">\r\n                            <img decoding=\"async\" alt=\"\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/legal_document.svg\" class=\"mg-icon mb-2 block\" \/>\r\n                        <div>Probate<\/div>\r\n        <\/div>\r\n\r\n    <\/a>\r\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">    <a href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/special-needs\/\"   class=\"block overflow-hidden aspect-20\/11 w-full h-auto bg-primary text-white links-white mg-filter mg-filter--subtle mg-filter--has-hover-medium font-heading lg:text-lg uppercase text-center  mg-image-link mg-check-external-links\">\r\n\r\n                    <img decoding=\"async\" alt=\"woman and man in wheelchair looking at laptop\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/looking_at_laptop.png\" class=\"object-cover w-full h-full block absolute top-0 left-0 mg-graphic-layer\" \/>\r\n        \r\n\r\n        <div class=\"mg-block-content absolute bottom-0 w-full flex flex-col items-center p-4 pb-8 leading-tight\">\r\n                            <img decoding=\"async\" alt=\"\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/05\/special_needs.svg\" class=\"mg-icon mb-2 block\" \/>\r\n                        <div>Special Needs<\/div>\r\n        <\/div>\r\n\r\n    <\/a>\r\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-1 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/estate-planning-full-video-library\/\">View All SERIES videos<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull mg-find-a-fellow-cta has-secondary-background-color has-background is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-4 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:24%\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"327\" height=\"159\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/Find_Lawyer.svg\" alt=\"text: find an actec lawyer\" class=\"wp-image-6908\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">    <div class=\"mg-directory-mini-form mg-directory-ref\" data-search-result-page=\"https:\/\/actec.matrixdev.net\/find-a-lawyer\/fellow-search-results\/\">\r\n    <\/div>\r\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\r\n<div data-layout=\"\" class=\"mg-block alignfull overflow-hidden mg-block-carousel text-light-or-dark mt-0 mb-0 enable-padding mg-swiper-white-navigation-color has-light-buttons py-24 relative clearfix\">\r\n    <div class=\"mg-block-carousel--background-stripe pointer-events-none\"><\/div><!-- \/.mg-block-carousel--background-stripe -->\r\n\r\n    <div class=\"mg-container mx-auto mg-block-carousel--inner-wrapper relative overflow-clip \">\r\n\r\n        \r\n        <div class=\"flex items-center justify-center lg:justify-between flex-wrap lg:flex-nowrap\">\r\n            <div class=\"mg-block-carousel--heading relative flex w-1\/4 \">\r\n                                    <div class=\"flex-1 relative lg:pr-6 lg:text-white  move-element-down-left\">\r\n                        <h2 class=\"my-0 text-center lg:text-left\">Latest Estate Planning Videos<\/h2>\r\n\r\n                                                                                                        <div class=\"w-full mb-16 lg:mb-0 text-center lg:text-left mt-4 \">\r\n                                <a class=\"wp-block-button__link mb-0\" href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/estate-planning-full-video-library\/\"  >\r\n                                    View All                                <\/a>\r\n                            <\/div>\r\n                                            <\/div>\r\n                \r\n            <\/div>\r\n\r\n                            <div class=\"overflow-x-hidden relative\">\r\n    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             <\/div>\r\n                                        <div class=\"mg-swiper-outter mx-20 overflow-hidden\">\r\n                        <div class=\"swiper-container swiper-container-basic flex flex-col my-2\">\r\n\r\n                            <div class=\"swiper-wrapper\">\r\n                                        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/living-trust-taxes\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/05\/ACTC_Video_LivingTrust_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"Living Trusts and the Impact on Taxes\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/05\/ACTC_Video_LivingTrust_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/05\/ACTC_Video_LivingTrust_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/05\/ACTC_Video_LivingTrust_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/05\/ACTC_Video_LivingTrust_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/05\/ACTC_Video_LivingTrust_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/05\/ACTC_Video_LivingTrust_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/living-trust-taxes\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Living Trusts and the Impact on Taxes<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications.<\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/use-of-ai-in-creating-an-estate-plan\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/04\/ACTC_Video_AI_estate_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"Use of Artificial Intelligence (AI) in Creating an Estate Plan\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/04\/ACTC_Video_AI_estate_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/04\/ACTC_Video_AI_estate_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/04\/ACTC_Video_AI_estate_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/04\/ACTC_Video_AI_estate_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/04\/ACTC_Video_AI_estate_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/04\/ACTC_Video_AI_estate_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/use-of-ai-in-creating-an-estate-plan\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Use of Artificial Intelligence (AI) in Creating an Estate Plan<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            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. <\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/heir-inheritance-dispute\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/03\/ACTC_Video_DisatisfiedHeir_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/03\/ACTC_Video_DisatisfiedHeir_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/03\/ACTC_Video_DisatisfiedHeir_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/03\/ACTC_Video_DisatisfiedHeir_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/03\/ACTC_Video_DisatisfiedHeir_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/03\/ACTC_Video_DisatisfiedHeir_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2024\/03\/ACTC_Video_DisatisfiedHeir_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/heir-inheritance-dispute\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                The Dissatisfied Heir<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            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>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/charitable-giving\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/12\/ACTC_Video_CharitableTricks_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/12\/ACTC_Video_CharitableTricks_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/12\/ACTC_Video_CharitableTricks_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/12\/ACTC_Video_CharitableTricks_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/12\/ACTC_Video_CharitableTricks_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/12\/ACTC_Video_CharitableTricks_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/12\/ACTC_Video_CharitableTricks_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/charitable-giving\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Charitable Giving Tips &amp; Tricks<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            A primer on donations, including tax considerations, donating stocks vs. cash, \u201cbunching\u201d donations, donor-advised funds (DAF), and more.<\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/artificial-intelligence-ai-planning-your-estate\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_AI_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_AI_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_AI_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_AI_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_AI_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_AI_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_AI_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/artificial-intelligence-ai-planning-your-estate\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Artificial Intelligence (AI) and Planning Your Estate<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            Estate planning attorneys explain what consumers should be aware of when using AI and what their lawyer\u2019s professional responsibilities should include.<\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/pitfalls-of-pay-on-death-accounts-pod\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_PODaccounts_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_PODaccounts_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_PODaccounts_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_PODaccounts_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_PODaccounts_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_PODaccounts_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/11\/ACTC_Video_PODaccounts_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/pitfalls-of-pay-on-death-accounts-pod\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Pitfalls of Pay on Death (POD) Accounts<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            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.<\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/estate-planning-freelancer-gig-economy\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTC_Video_GigEconomy_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"Estate Planning for Freelancers and the Gig Economy\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTC_Video_GigEconomy_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTC_Video_GigEconomy_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTC_Video_GigEconomy_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTC_Video_GigEconomy_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTC_Video_GigEconomy_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTC_Video_GigEconomy_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/estate-planning-freelancer-gig-economy\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Estate Planning for Freelancers and the Gig Economy<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.<\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/tangible-personal-property\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_TangiblePersonalProperty_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"Tangible Personal Property in Estate Planning\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_TangiblePersonalProperty_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_TangiblePersonalProperty_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_TangiblePersonalProperty_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_TangiblePersonalProperty_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_TangiblePersonalProperty_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_TangiblePersonalProperty_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/tangible-personal-property\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Tangible Personal Property in Estate Planning<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            Experts explain why you\u2019ll want to add provisions regarding tangible personal property, such as furniture, vehicles, electronics, and jewelry, to your will or trust.<\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/funding-your-revocable-trust\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_FundingRevocableTrust_1920x1080-1-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"Funding Your Revocable Trust and Other Critical Steps\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_FundingRevocableTrust_1920x1080-1-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_FundingRevocableTrust_1920x1080-1-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_FundingRevocableTrust_1920x1080-1-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_FundingRevocableTrust_1920x1080-1-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_FundingRevocableTrust_1920x1080-1-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/ACTC_Video_FundingRevocableTrust_1920x1080-1.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/funding-your-revocable-trust\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Funding Your Revocable Trust and Other Critical Steps<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries&#8217; future in this video.<\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"swiper-slide  h-fit overflow-visible\">\r\n            <div class=\"my-4 h-full relative item-wrap flex flex-col\">\r\n                                                            <div onclick=\"location.href='https:\/\/actec.matrixdev.net\/resource-center\/video\/should-i-serve-as-an-agent-under-a-financial-power-of-attorney-poa\/'\" class=\"cursor-pointer aspect-video bg-primary relative overflow-hidden\">\r\n                            <img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"326\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTC_Video_POAagent_1920x1080-1024x576.jpg\" class=\"w-full min-h-full min-w-full h-full object-cover mg-graphic-layer block wp-post-image\" alt=\"\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTC_Video_POAagent_1920x1080-1024x576.jpg 1024w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTC_Video_POAagent_1920x1080-300x169.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTC_Video_POAagent_1920x1080-768x432.jpg 768w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTC_Video_POAagent_1920x1080-1536x864.jpg 1536w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTC_Video_POAagent_1920x1080-1200x675.jpg 1200w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTC_Video_POAagent_1920x1080.jpg 1920w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/>                        <\/div>\r\n                                                            <div class=\"p-9 flex-1 bg-white text-font-main\">\r\n\r\n                        <div class=\"font-heading text-base leading-snug heading-decor\">\r\n                            <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/should-i-serve-as-an-agent-under-a-financial-power-of-attorney-poa\/\" class=\"text-secondary no-underline font-heading hover:underline\" >\r\n                                Should I Serve as an Agent Under a Financial Power of Attorney (POA)?<\/a>\r\n                        <\/div>\r\n                        <div class=\"text-sm line-clamp-4 pt-2\">\r\n                            Understand what\u2019s involved in the role of a property or financial power of attorney (POA), what\u2019s entailed, and what questions you should ask yourself.<\/a>\r\n                        <\/div>\r\n                    <\/div>\r\n                            <\/div>\r\n        <\/div>\r\n\r\n                            <\/div>\r\n\r\n                                                    <\/div>\r\n                    <\/div><!-- \/.mg-swiper-outter -->\r\n                <\/div>\r\n                    <\/div>\r\n    <\/div> <!-- .mg-block-carousel--inner-wrapper -->\r\n\r\n\r\n<\/div>","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":15664,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_tec_requires_first_save":true,"_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyCode":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":[],"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueState":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":"","_VenueShowMap":false,"_VenueShowMapLink":false,"_tribe_blocks_recurrence_rules":"","_tribe_blocks_recurrence_description":"","_tribe_blocks_recurrence_exclusions":"","footnotes":""},"class_list":["post-112","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning FAQs | Estate Planning Answers<\/title>\n<meta name=\"description\" content=\"ACTEC Estate Planning Essentials videos answer primary estate planning questions from the best and brightest attorneys in the trust and estate field.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning FAQs | Estate Planning Answers\" \/>\n<meta property=\"og:description\" content=\"ACTEC Estate Planning Essentials videos answer primary estate planning questions from the best and brightest attorneys in the trust and estate field.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/\" \/>\n<meta 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