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.
Understand how to manage cryptocurrency in your estate and plan for the succession of your digital assets from estate planning experts.
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.
Trust and estate lawyers offer recommendations for how to have critical conversations with your parents about end-of-life planning and estate documents.
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.
A discussion of what consumers need to know about using do-it-yourself estate planning documents and DIY wills.
Tips on what to keep in mind when working with an attorney, including the difference between individual, joint and family representation.
Finding and choosing an estate planning attorney can be intimidating. Learn where you can go online to find qualified estate planning attorneys.
Experts on supported decision-making explain how this alternative to guardianship works and answer many questions families may have.
Experts in estate planning answer common questions regarding when beneficiaries of a will or trust will receive their inheritance.
Learn the benefits and pitfalls of incentive trusts when motiving heirs or beneficiaries and rewarding behavior.
Understand when gift tax comes into play, how the age of the recipient impacts gift tax, efficient ways to transfer property, the annual exclusion and more from experts.
Learn what steps taxpayers may want to consider and how to plan for future legislation, changes in the estate gift tax exemption and charitable giving.
Retiring abroad? Learn what estate planning information to keep in mind when moving overseas, such as guardianship considerations.
Small business owners need to plan for the transition of their company in their estate plan. Learn about the impact of state laws and how to plan for estate taxes.
Learn what changing an irrevocable trust entails, what it means to decant a trust, what courts can do and other pitfalls from trust and estate experts.
Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.
How to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 plans, naming a caregiver for a minor child in a Will and more.
Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process.
Understand how to plan and manage your digital assets such as photos, email accounts and passwords during life and in your estate documents.
ACTEC Fellows discuss 5 reasons why you may want to update your Will and Estate Plan, such as after a move or divorce, when your children have grown or have substance abuse problems, or if you own a business.
What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? These and other questions are answered by estate planning advisors.
Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.
Understand what estate planning documents are impacted by a divorce from lawyers with expertise in estate planning in this short video.
Estate planning can be overwhelming. Experts answer questions families often ask about Wills, associated documents, beneficiaries and e-wills.
Professor Mary Radford explains in everyday terms what you need to know about a Revocable Trust and if you need one through this informative video.