Learn when to begin special needs planning, how trusts help, and strategies for families caring for loved ones with disabilities.
Closing the Gaps in the Safety Net: Special Needs Planning for Families
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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.
Tips for Seniors to Avoid Scams
Legal experts explain common scams against senior citizens, offer tips to avoid scams, and outline steps to take if you are the victim of elder fraud.
Managing Guns in Your Estate
Estate planning experts explain the complexity of transferring firearms and guns in your will and offer tips regarding what to consider when bequeathing weapons.
Understanding Special Needs Trusts
Estate planning experts explain the different types of Special Needs Trusts (SNT) and offer tips to families to determine which one they should use.
Tips for Individuals Living Alone (Part. 2 of 2)
Estate lawyers share tips for individuals living alone on how to plan for incapacity or illness for an extended amount of time and provide a review of critical power of attorney documents.
Tips for Individuals Living Alone (Pt. 1 of 2)
Estate lawyers share tips for individuals living alone to prepare for a healthcare or medical emergency, including a checklist and contact forms.
Common IRA Beneficiary Scenarios
There are no do-overs with IRA beneficiaries! Understand the typical IRA beneficiary scenarios and why it’s critical to review every time you set up an IRA.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
