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