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.
Estate Planning experts give a step-by-step overview of the estate tax preparation and filing process. What clients should know about the return, extension, exemption, and IRS response.
What happens if someone dies without a will? Estate planning experts answer pressing questions for families and beneficiaries.
An overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations.
An explanation of fiduciary income tax and how it is different from the estate tax.
An explanation of portability of the estate and gift tax exemption and what to consider if electing to use it.
Learn the dos and don’ts of paying another person’s tuition or medical bills, what qualifies as tuition and medical expenses, and how to avoid gift tax.
