Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.
Use of Artificial Intelligence (AI) in Creating an Estate Plan
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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.
What to Consider When Setting Up Trusts for Children
What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? These and other questions are answered by estate planning advisors.
Choosing an Executor or Trustee
Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.
Divorce and Estate Planning
Understand what estate planning documents are impacted by a divorce from lawyers with expertise in estate planning in this short video.
Should I Sign New Estate Planning Documents When I Move to a New State?
When you move to a new state, do you need to update your estate planning documents? ACTEC Fellows discuss which document you need to update and why.
What is a Will and Why Do I Need One?
Estate planning can be overwhelming. Experts answer questions families often ask about Wills, associated documents, beneficiaries and e-wills.
IRAs and IRA Beneficiaries
IRA beneficiary designations can be confusing. Learn the essentials of IRAs and naming IRA beneficiaries from trust and estate experts.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
