Experts advise lottery winners’ critical first steps to take: secure the ticket, consult advisors, stay discreet, manage media, and protect privacy and wealth.
Steps to Take After Winning the Lottery
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Assets & Taxes
Video Topics
Safeguarding Wealth From Divorce, Fraud, and Tax Burdens
Learn essential strategies to safeguard your assets from fraud, scams, and legal pitfalls. Gain insight on property ownership, prenuptial agreements, and the impact of community property laws. ACTEC Fellows explain how to structure your assets wisely to protect your wealth from divorce, frauds, and taxes. Take proactive steps today to secure your financial future.
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.
Charitable Giving Tips & Tricks
A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.
Pitfalls of Pay on Death (POD) Accounts
An explanation of how Pay on Death (POD) accounts, aka TOD or Totten Trust, work and what account owners should be aware of before identifying a beneficiary.
Tangible Personal Property in Estate Planning
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.
Funding Your Revocable Trust and Other Critical Steps
Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries’ future in this video.
Tips for Seniors to Avoid Scams
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.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
