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.
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.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
