Estate planning lawyers discuss steps for incapacity and diminishing-capacity planning, proactively protecting assets and finances, and avoiding guardianship.
Managing Diminishing Capacity
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ACTEC Estate Planning Essentials Video Library
Video Topics
Protect Your Assets and Secure Your Legacy
ACTEC Fellows provide expert insights on estate planning in this informative video series. Learn how to safeguard your assets and secure your family’s future with legal tools such as wills, trusts, and powers of attorney. Fellows also cover essential topics such as business ownership, tax obligations, and more. Don’t leave your legacy to chance—empower yourself with the knowledge to make informed decisions.
Steps to Take After Winning the Lottery
Experts advise lottery winners’ critical first steps to take: secure the ticket, consult advisors, stay discreet, manage media, and protect privacy and wealth.
Estate Planning Checklist for After Someone Dies
Learn the essential steps to take after a loved one passes from estate planning attorneys, including advice, considerations, and a checklist of next steps.
Estate Planning Checklist for End of Life
End of life considerations after a terminal diagnosis are deeply personal and often challenging. Learn what estate planning steps can be taken during this time and download the companion checklist.
A Primer on the Corporate Transparency Act (CTA) for Business Owners
Experts explain the Corporate Transparency Act (CTA) and legal requirements for business owners to report Beneficial Ownership Information (BOI) to FinCEN.
Living Trusts and the Impact on Taxes
Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications.
Use of Artificial Intelligence (AI) in Creating an Estate Plan
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.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
