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.
Experts explain the Corporate Transparency Act (CTA) and legal requirements for business owners to report Beneficial Ownership Information (BOI) to FinCEN.
Tips for adding a legacy contact to email/social media accounts; recommendations for executors accessing digital property of disabled/deceased persons with no legacy contact.
Estate experts answer parents’ and families’ questions about how 529 Plans work and what you need to keep in mind when saving for higher education.
Experts in estate planning explain what a prenuptial agreement (a.k.a. premarital agreement) is, why you should get one, when in the marriage planning process to discuss it, and more.
An explanation of the roles and responsibleness involved in a will, trust, or estate plan such as fiduciary, agent, executor, trustee, and guardian.
Understand the pros and cons of writing a will for yourself and what should be considered when planning for the disposition of your assets.
Recommendations for how and when to talk with your family about your estate plan, will and other documents by expert trust and estate attorneys.
