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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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.
Estate Planning for a College Student or Young Adult
Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.
Transferring Assets to a Minor Child
How to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 plans, naming a caregiver for a minor child in a Will and more.
A Child’s Right to Information When a Parent Dies
What are your rights to information in a Will after the death of your parent or relative? Do you need a lawyer? Learn these answers and more in this video.
Coordinating Beneficiary Designations with the Overall Estate Plan
Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process.
Digital Asset Management in Life and Death
Understand how to plan and manage your digital assets such as photos, email accounts and passwords during life and in your estate documents.
5 Reasons to Update Your Estate Plan
ACTEC Fellows discuss 5 reasons why you may want to update your Will and Estate Plan, such as after a move or divorce, when your children have grown or have substance abuse problems, or if you own a business.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
