ACTEC Estate Planning Essentials Video Library 3 - American College of Trust and Estate Counsel

ACTEC Estate Planning Essentials Video Library

Video Topics

Assets & Taxes

Powers of Attorney

Probate

Retirement

Special Needs

Speciality Topic

Wills & Trusts

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.

Managing Diminishing Capacity

Estate planning lawyers discuss steps for incapacity and diminishing-capacity planning, proactively protecting assets and finances, and avoiding guardianship.

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.

Funding Your Revocable Trust and Other Critical Steps

Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries’ future in this video.

Should I Serve as a Healthcare Agent Under a Power of Attorney (POA)?

Understand what you need to know about accepting the legal responsibility of a healthcare agent, aka a healthcare surrogate or healthcare proxy.

Should I Serve as an Agent Under a Financial Power of Attorney (POA)?

Understand what’s involved in the role of a property or financial Power of Attorney (POA), what’s entailed, and what questions you should ask yourself.