Family Estate Planning Guide
The Family Estate Planning Guide offers families insight into the fundamentals of wills and trusts. “The video series gives ACTEC a platform to address frequently-asked questions and share the vast experience of our practitioners directly with consumers,” said ACTEC Past President Cynda C. Ottaway. “ACTEC Fellows serve a spectrum of clients – from individuals of modest wealth to large family businesses with complex interests – and our goal is to offer an educational resource to encourage planning for families of any means.”
Family Estate Planning Guide Videos
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.
Retiring abroad? Learn what estate planning information to keep in mind when moving overseas, such as guardianship considerations.
Changes with retirement account required minimum distributions, RMDs, due to the CARES Act and recent guidance regarding waivers from the IRS.
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.
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
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.