Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications.
Living Trusts and the Impact on Taxes
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Wills & Trusts
Video Topics
Planning for the Future: Protecting Your Legacy With Wills and Trusts
Wills and trusts are essential legal tools for managing and distributing assets after death. While they share similar goals, each serves a distinct purpose in estate planning. Explore the differences, how to select an executor or trustee, and the risks of do-it-yourself estate planning.
Should I Serve as an Executor?
Estate attorneys explain what individuals need to understand before agreeing to serve as an estate executor, such as probate, tax, and legal requirements.
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.
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.
Understanding Cryptocurrency in Estate Planning
Understand how to manage cryptocurrency in your estate and plan for the succession of your digital assets from estate planning experts.
Key Roles Involved in an Estate Plan
An explanation of the roles and responsibleness involved in a will, trust, or estate plan such as fiduciary, agent, executor, trustee, and guardian.
Can I Do a Will for Myself?
Understand the pros and cons of writing a will for yourself and what should be considered when planning for the disposition of your assets.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
