ACTEC Fellows provide expert insights on estate planning in this informative video series. Learn how to safeguard your assets and secure your family’s future with legal tools such as wills, trusts, and powers of attorney. Fellows also cover essential topics such as business ownership, tax obligations, and more. Don’t leave your legacy to chance—empower yourself with the knowledge to make informed decisions.
End of life considerations after a terminal diagnosis are deeply personal and often challenging. Learn what estate planning steps can be taken during this time and download the companion checklist.
Understand when you should take Social Security retirement benefits and how the decision may result in a reduction of income for dependents.
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.
Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning.
Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning.
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.
Understand what community property is, how it affects assets such as a home or a business, what is quasi-community property and more.
