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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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 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.
What is Probate?
ACTEC Fellows discuss “What is Probate? in this informative short video for individuals and families.
What is a Revocable Trust and Do I Need One?
Professor Mary Radford explains in everyday terms what you need to know about a Revocable Trust and if you need one through this informative video.
Understanding Powers of Attorney
Understanding your Power of Attorney (POA) is critical in estate planning. Bernie Krooks, a nationally-recognized expert shares his expertise in this video.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
