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Wills & Trusts VIDEOS
The Latest Wills & Trusts Video

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.

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Estate Tax Returns

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.

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Postmortem Planning

An overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations.

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Special Needs Trusts

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.

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5 Reasons to Update Your Estate Plan

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.

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