Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries’ future in this video.
Assets VIDEOS
The Latest Assets 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.
Managing Guns in Your Estate
Estate planning experts explain the complexity of transferring firearms and guns in your will and offer tips regarding what to consider when bequeathing weapons.
Understanding Cryptocurrency in Estate Planning
Understand how to manage cryptocurrency in your estate and plan for the succession of your digital assets from estate planning experts.
Tips for Managing Digital Assets of a Deceased or Disabled Person
Tips for adding a legacy contact to email/social media accounts; recommendations for executors accessing digital property of disabled/deceased persons with no legacy contact.
When and How to Use a Prenuptial Agreement
Experts in estate planning explain what a prenuptial agreement (a.k.a. premarital agreement) is, why you should get one, when in the marriage planning process to discuss it, and more.
How to Pay for College for a Grandchild or Someone Else
Tax experts offer recommendations to grandparents and benefactors on how to contribute to a student’s education without jeopardizing grants and paying taxes.
Understanding Life Insurance Policy Ownership
Answers to life insurance policy ownership questions, insurance options, an explanation of irrevocable life insurance trust and more from an estate expert.
Life Insurance Policies and Estate Planning
A general overview of the risks and rewards associated with term and permanent life insurance policies and factors to consider in choosing the right policy.
The Basics of Fiduciary Income Taxation
An explanation of fiduciary income tax and how it is different from the estate tax.
What is Portability for Estate and Gift Tax?
An explanation of portability of the estate and gift tax exemption and what to consider if electing to use it.
Should Your Adult Child be a Co-Signer on Your Bank Account?
Estate planning experts explain why it is a bad idea to have an adult child as a co-signer on a bank account.
Common Ways to Title Your Home
Understand your options when titling your home Tenancy by the Entirety (TBE), Joint Tenants with Rights of Survivorship (JTWROS) and Tenancy in Common (TIC), and more.
Owning Property and Titling Assets
An overview of how to title property – joint ownership, tenancy in common, joint tenancy with right of survivorship, tenants by the entirety and community property.
Gift Tax Exemption
Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning.
Who Pays Taxes on a Gift?
Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning.
What is a Prenuptial Agreement?
Learn when it’s important to create a premarital agreement and what to consider if you live in a community property state from ACTEC Fellows.
What is Community Property?
Understand what community property is, how it affects assets such as a home or a business, what is quasi-community property and more.
What is Joint Tenancy and When Should I Use It?
ACTEC Fellows offer professional information regarding the joint tenancy including the advantages and disadvantages or holding assets in joint tenancy.