Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.
Use of Artificial Intelligence (AI) in Creating an Estate Plan
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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.
How to Talk with Your Family About Estate Planning
Recommendations for how and when to talk with your family about your estate plan, will and other documents by expert trust and estate attorneys.
How to Talk With Your Parents About Estate Planning
Trust and estate lawyers offer recommendations for how to have critical conversations with your parents about end-of-life planning and estate documents.
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.
What is Estate Administration?
What happens if someone dies without a will? Estate planning experts answer pressing questions for families and beneficiaries.
Postmortem Planning
An overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations.
Direct Payment of Medical Expenses and Tuition as an Exception to the Gift Tax
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.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
