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.
Inheritance and Estate Settlement: When Will I Get My Money
Experts in estate planning answer common questions regarding when beneficiaries of a will or trust will receive their inheritance.
Motivating Heirs with an Incentive Trust
Learn the benefits and pitfalls of incentive trusts when motiving heirs or beneficiaries and rewarding behavior.
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.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
