A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.
Charitable Giving Tips & Tricks
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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.
Gift Tax, the Annual Exclusion and Estate Planning
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.
Estate Planning in the 2020 Election Year
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.
Estate Planning Strategies for Retiring Abroad
Retiring abroad? Learn what estate planning information to keep in mind when moving overseas, such as guardianship considerations.
Estate Planning Considerations for Small Business Owners
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.
Can I Change My Irrevocable Trust?
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.
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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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
