Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications.
Living Trusts and the Impact on Taxes
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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.
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.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
