A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.
Charitable Giving Tips & Tricks
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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.
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.
When Should I Use My Estate and 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.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
