Experts advise lottery winners’ critical first steps to take: secure the ticket, consult advisors, stay discreet, manage media, and protect privacy and wealth.
Steps to Take After Winning the Lottery
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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.
The Dissatisfied Heir
by ACTEC Fellows Elizabeth K. Arias and Jean Gordon Carter In the realm of inheritance disputes, ACTEC Fellows answer a critical question: Can one sue if excluded from a family member's will? Understand who is generally guaranteed the right to inherit. The paramount exception lies in spousal...
Charitable Giving Tips & Tricks
A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.
Artificial Intelligence (AI) and Planning Your Estate
Estate planning attorneys explain what consumers should be aware of when using AI and what their lawyer’s professional responsibilities should include.
Pitfalls of Pay on Death (POD) Accounts
An explanation of how Pay on Death (POD) accounts, aka TOD or Totten Trust, work and what account owners should be aware of before identifying a beneficiary.
Estate Planning for Freelancers and the Gig Economy
Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.
Tangible Personal Property in Estate Planning
Experts explain why you’ll want to add provisions regarding tangible personal property, such as furniture, vehicles, electronics, and jewelry, to your will or trust.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
