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.
What to Consider When Setting Up Trusts for Children
What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? These and other questions are answered by estate planning advisors.
Choosing an Executor or Trustee
Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.
Divorce and Estate Planning
Understand what estate planning documents are impacted by a divorce from lawyers with expertise in estate planning in this short video.
What is a Will and Why Do I Need One?
Estate planning can be overwhelming. Experts answer questions families often ask about Wills, associated documents, beneficiaries and e-wills.
What is a Revocable Trust and Do I Need One?
Professor Mary Radford explains in everyday terms what you need to know about a Revocable Trust and if you need one through this informative video.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
