Learn the essential steps to take after a loved one passes from estate planning attorneys, including advice, considerations, and a checklist of next steps.
Estate Planning Checklist for After Someone Dies
read more
ACTEC Estate Planning Essentials Video Library
Video Topics
Protect Your Assets and Secure Your Legacy
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.
Common Ways to Title Your Home
Understand your options when titling your home Tenancy by the Entirety (TBE), Joint Tenants with Rights of Survivorship (JTWROS) and Tenancy in Common (TIC), and more.
Social Security Retirement Age and Benefits
Understand when you should take Social Security retirement benefits and how the decision may result in a reduction of income for dependents.
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.
Search
Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
